Yhn TechnologySemiconductors first seen 1 d ago, last 31 min ago, peak #8
Chip Makers Getting Their Revenge on Apple
Original: The Beleaguered Chip Sellers Getting Their Revenge on Apple
A Wall Street Journal report describes how memory chip suppliers long squeezed by Apple in price negotiations are now gaining leverage. Soaring demand for high-bandwidth memory driven by the AI boom has tightened supply, letting chip sellers raise prices and giving Apple less bargaining power for the memory used in iPhones.
Why now: The AI-driven surge in memory prices is flipping the usual power balance between Apple and its chip suppliers.
Rank over time, top of the chart is #1. 31 snapshots from 1 d ago to 31 min ago.
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