Genuine shortages of chips are now pushing up these same hedonically adjusted prices, we are paying more per unit of com…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-22
SemiAnalysis concludes a thread by noting that real chip shortages are now driving up hedonically-adjusted semiconductor prices, meaning buyers pay more per unit of compute even before tariff markups are applied.
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Extraction
Topics: semiconductor-pricingchip-shortageai-infrastructure-costs
Claims
- Genuine chip shortages — distinct from demand for higher-performance chips — are now pushing up hedonically-adjusted semiconductor prices.
- Consumers are paying more per unit of compute, not merely paying more for improved performance.
- The import price data cited in the thread is pre-tariff, meaning tariff effects represent an additional cost layer on top.
Key quotes
Genuine shortages of chips are now pushing up these same hedonically adjusted prices, we are paying more per unit of compute, not just paying more for better chips.
Import prices are calculated pre-tariffs, so these are the underlying prices, before any tariff markup.