4 Articles
4 Articles
AI Has Made Flash Memory 5 Times More Expensive, and Apple Can’t Bully Its Memory Suppliers Anymore
AI hyperscalers have quietly flipped the power dynamic in flash memory, and Apple now faces a cost surge with no contract protection heading into a pivotal earnings call under a brand-new CEO.
As NAND flash prices have jumped fivefold in the past year due to a surge in demand for artificial intelligence (AI) data centers, Apple’s negotiating power—which has leveraged its status as the world’s largest purchasing power to demand price cuts from suppliers—is weakening. Memory manufacturers have secured a favorable position in price negotiations as big tech companies such as Microsoft, Amazon, Meta, and Google have begun purchasing more N…
Apple has been able to impose long-term low purchase prices on NAND suppliers. Due to the high demand from AI data centers, conditions have changed – with consequences for the costs of iPhones and Macs.
Coverage Details
Bias Distribution
- 50% of the sources are Center, 50% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
