source avatarBull Theory

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The price of chips in the US is rising at a record pace. US producer prices for semiconductors and electronic parts, which is what chipmakers charge device makers, are up 27% from a year ago. June hit 27.6%, above the previous record from 1980. AI data centers are taking up the supply. Memory prices are up 245% in a year, and IDC expects the average phone price to rise 27.6% to $581 this year.

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