Mmastodon TechnologySemiconductors first seen 2 d ago, last 45 min ago, peak #1

AI demand drives flash memory prices up fivefold

Original: AI demand has quintupled flash memory prices in a year, shifting leverage in chip supply chains. Apple, once the dominan

Flash memory prices have quintupled over the past year as AI data center demand surges, shifting leverage across chip supply chains. Apple, once the dominant buyer with strong negotiating power, now competes directly with hyperscalers for capacity. Suppliers such as Kioxia are locking in higher prices through long-term contracts, weakening buyers' traditional bargaining position.

Why now: AI's pull on memory supply is reshaping pricing power in semiconductors, affecting major device makers and suppliers alike.

AppleKioxiaAI data centershyperscalers

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Evidence

• AI demand has quintupled flash memory prices in a year, shifting leverage in chip supply chains. Apple, once the dominant buyer, now competes with hyperscalers for capacity. Suppliers like Kioxia are locking in higher prices through long-term contracts. # AI # Semiconductors #… · schuler · 1

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