The High Cost of AI Memory | 9 Jun 2026 | Morgan Stanley
Speaker Details: Sean Kim, Head of Morgan Stanley’s Europe and Asia Technology Team.
1. Introduction to "Chipflation" and Key Definitions [00:00:00]
- Concept Definition: "Chipflation" describes a macroeconomic paradigm shift where memory chips stop getting cheaper over time, instead becoming significantly more expensive and increasingly difficult to source [00:00:06].
References
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