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)

2026-10-29来源 TechmemeEnglish
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

原文:https://www.a8q9.cn/en/article/how-surging-demand-from-ai-hyperscalers-has-quintupled-flash-memory-prices-and-s-38148b.html

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