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AI hyperscaler demand quintuples flash memory prices, shifting power from Apple to suppliers

#flash memory#ai hyperscalers#apple#kioxia

According to a Wall Street Journal report, surging demand from AI hyperscalers has quintupled flash memory prices, fundamentally shifting negotiating power in the market. Apple, which for years pressured flash-storage makers into steep discounts, now faces suppliers like Kioxia who hold the upper hand as AI firms bid up prices and consume supply.

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  1. Techmeme
    How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (Rolfe Winkler/Wall Street Journal)

    Rolfe Winkler / Wall Street Journal : How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia — 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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