AI hyperscalers quintuple flash memory prices, shift power from Apple to Kioxia
AI hyperscalers have driven a surge in demand for flash memory, causing prices to rise fivefold. The shift has altered the bargaining dynamic, moving power from Apple, which historically secured steep discounts, to suppliers such as Kioxia. The article notes that Apple had bullied flash‑storage makers into steep discounts for years, but the new demand from AI workloads has reversed that trend.…
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Key points
- AI hyperscalers have driven flash memory prices up fivefold
- Apple historically secured steep discounts from flash‑storage makers
- Suppliers like Kioxia now hold more negotiating power
Read the original at wsj.com · via TechmemeOpen source ↗
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