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

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

Source: TechMeme
Source Link: https://www.techmeme.com/261028/p65#a261028p65