AIWall Street Journal2h ago
How surging demand from AI hyperscalers has quintupled flash memory
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia
TL;DRAI demand drove flash memory prices up, weakening Apple's supplier negotiating leverage.
Why it matters: Supply chain power shifts affect tech costs, margins, and which companies control manufacturing priorities.
The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply
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