Podcast Episode
Chipflation: today’s leg of market leadership (July 13, 2026)
Market Matters from New York Life Investment Management·New York Life Investment Management·22 July 2026·10 min
About this episode
In this episode of Market Matters, Julia Hermann and Michael LoGalbo discuss “chipflation,” the shift from compute to memory in AI market leadership, and what rising semiconductor prices may mean for hyperscalers, chipmakers, and portfolio diversification.