Top Tweets for #ChipFlation
Was fun doing an interview with @taiwanplusnews on #Chipflation while in the bedrock of semiconductor manufacturing- Taipei
https://t.co/a76PdpjLzU
$TSM $MU $SKHY
More evidence on how #Chipflation is driving "pre-owned" or secondary or refurbished smartphone sales in the price sensitive markets.
🔻This trend actually hurts the "new smartphone" demand.
Case in point:
According to our global "pre-owned" market tracker report - the second largest smartphone market in the world India saw demand for
- Pre-owned smartphone grew 15% Y/Y in 1H 2026
- the New phone market plummeted, as secondary market eat into sub-$200 segments.
@SamsungMobile continued to dominate in this market for "second-life" phone sales
Surprisingly, @Apple has jumped to second spot as the brand's installed base has been increasing over the last three years
iPhone 13, the five year old model was the most popular model
$AAPL $AIZ
CXMT+YMTC have been steadily increasing prices!
Leading to another round of price increases from Huawei!
Almost +$120 to $150 on Mate series flagships!
#Memorygeddon #Chipflation
📈The smartphone industry wholesale ASP in Q2 2026 has climbed from:
$342 ↗️ $400 in just four quarters.
The #Chipflation is still not fully reflected here as this also has older inventory in the mix and some brands have been creative with the BoM costs and some like Apple have not increased the iPhone prices yet.
We continue to see the smartphone ASP rising up as the lower-tier mix declines, overall wholesale ASPs for the new launches reflect new rising NAND + DRAM + AP SoC costs.
Apple alone with the new mix could touch $1100 in ASP in coming quarters.
$AAPL $TSM $MU
AI's insatiable memory demand has triggered structural #Chipflation. DRAM prices are up six-fold, forcing traditional buyers like GM ($1.5-2B input hit) and BYD (20% price hike) to adapt. Is your supply chain resilient? Contact [email protected].
What a difference a year and #Chipflation has done to the smartphone industry.
These are the top-selling smartphones in the world. @CounterPointTR
The number of cheaper phones have slipped out of out top selling rankings. It will be even a different ranking next year.
The market is getting latently "premiumized" shrinking in volume but going up in value!!
Galaxy S26 Ultra has done well vs last year
$AAPL $QCOM $GOOG
#AI #chipflation
#Memory prices have seen a fourfold increase since the start of 2024, with forward projections showing little sign of abatement, chart @JPMorganAM
#chipflation
Another benign #inflation report following hot on the heels of a poor July
jobs report has seen markets increasingly doubt the resolve of #Fed
hawks to deliver rate hikes this year, chart @ING_Economics
📰 Binance Research warns of Chipflation.
💾 DRAM prices are up nearly 6x in a year as AI data centers absorb chip supply.
⚠️ The next inflation risk may be hiding in semiconductors.
#AI #Chipflation #Inflation #Binance #Crypto #Technology #Markets #News
@brianfauteux The interaction of general #chipflation with the Covered Bridge fire leading to a supply shock is really messing with my chip-centric lifestyle. When will this government act to protect Canadians!
I can literally count how many chips are in this bag. No wonder why they’re on sale @Tostitos #chipflation
Wtf is this shit?? I’m gonna call this #chipflation, when they decrease the chips—fill the bag half way and increase the price.
Chip prices are out of control. $10.
#chipflation
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