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AI-driven memory chipflation may pose short-term headwind for bitcoin

A shortage of memory semiconductors driven by expanding AI demand could become a new source of inflation pressure and weigh on the bitcoin market in the short term, an analysis showed. Binance Research said memory chips could join energy and food as a structural inflation factor as AI data centres absorb high-performance memory. It said supply may not catch up despite capacity growth, potentially delaying U.S. rate cuts and creating headwinds for liquidity-sensitive assets.