Chip inflation ultimately pays the bill for everyone.

At first, everyone expected AI to lower the cost of living, but it seems to be the exact opposite.
AI is causing all storage-related components like DRAM/HBM/NAND to be re-priced.
A part that used to see long-term price declines is now being fiercely fought over by everyone.
Both pricing and allocation methods are completely changing.
If buyers and sellers are both calculated under a “class system,” then what’s left in the end?
The upstream gets pricing power, while the downstream has to absorb the corresponding pressure on gross profit.
Pushing up costs across the entire industry chain = indirectly raising prices across society = dragging down countries’ rate cuts and economic conditions?
I don’t know—this is just how it feels to me, some random overthinking.
If you’re going to trade stocks, you still should; if you get wiped out, then so be it.