The Federal Reserve's San Francisco branch has identified AI chip shortages as a persistent inflation shock alongside tariffs and oil prices. This recognition supports recent rate hikes and suggests interest rates may remain high until these pressures ease. Micron Technology benefits from strong pricing power amid chip shortages, while NVIDIA faces margin pressures absorbing memory costs. The Fed warns relief from AI-driven inflation is distant, with new chip production expansions not expected until late 2028, indicating prolonged inflation challenges.
As of Oct 07, 2026 22:04 WIB, Nvidia (NVDA) trades near its 52-week high at USD 236.80, just below the peak of USD 239.27, while Micron Technology (MU) is well below its 52-week high of USD 1.21K, trading at USD 1,065.09. Nvidia's stock shows a 1-day decline of 1.03%, contrasting with Micron's 1.87% gain on Pluang. Despite Nvidia's larger market cap of $5.78T compared to Micron's $1.18T, Micron's shares have a shorter typical hold time of 48 days versus Nvidia's 115 days, reflecting differing investor behaviors amid ongoing inflation concerns linked to AI chip shortages.
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