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28.02.26 - 15:30
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The Inflation Spark That Could Become A Deflation Shock (ZeroHedge)
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The Inflation Spark That Could Become A Deflation Shock
Authored by Robert Burrows via BondVigilantes.com,
Memory chips have quietly become the most important commodities in the global economy.
DRAM (Dynamic Random Access Memory) is considered the workhorse of the digital world. It functions as the operating memory when a device is turned on, and this memory is lost when a device is switched off. These chips are used in almost all electronic devices. They play a critical role and sit at the heart of everything from AI servers, cars, smartphones, laptops and more.
The Nvidia type of chips – GPUs (Graphics Processing Units) – are used for computational purposes but are also heavily reliant on DRAM chips.
Many will be aware of the rise of semiconductors and the rapid ascent of Nvidia but few will be aware of the changes ripping through another part of the semiconductor industry: DRAM chips, which have a very direct effect on all of our everyday lives. When Covid disrupted supply chains, we ...
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