Trump's Tariffs Were Built to Close the Trade Gap. The AI Buildout Is Keeping It Open
The July goods gap widened to $118.8B as capital goods imports hit a record $140.1B and Korean chip shipments to the US surged 68.7%
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AI Memory Boom Is Causing ‘Chipflation’ — And Your Next iPhone Could Cost More
AI is driving a memory shortage that could raise electronics prices. J.P. Morgan calls it “chipflation” as DRAM costs surge.
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