(https://www.cnbc.com/2026/06/25/pce-inflation-report-may-2026-.html) while (https://www.cnbc.com/2026/06/25/micron-reported-strong-earnings-street-sees-more-momentum-on-deals.html) isn't coincidence — it's the market repricing semiconductors as infrastructure, not inventory. When CPI stays sticky, enterprises stop treating chip procurement as a negotiation and start treating it as capex lockup.

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