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Mmastodon TechnologyMobile first seen 4 d ago, last 4 d ago, peak #9

NAND makers said to gain leverage over Apple

Original: NAND-Hersteller: „Rache“ an Apple genommen? Apple verhandelte einst hart um die günstigsten NAND-Tarife. Doch mittlerwei

Apple once drove hard bargains to secure the cheapest NAND flash memory rates from suppliers. According to a report from German tech news site Heise, the balance of power has shifted: the artificial intelligence boom has increased demand for memory, giving NAND manufacturers the upper hand in negotiations, raising the question of whether suppliers are now taking 'revenge' on Apple with tougher terms.

Why now: The AI-driven memory shortage has reportedly reversed Apple's pricing power with its NAND suppliers.

AppleNAND flash manufacturersHeise

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