Mmastodon TechnologySemiconductors first seen 1 d ago, last 1 h ago, peak #1

AI demand sends flash memory prices soaring

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, driven by surging AI demand that is reshaping leverage across chip supply chains. Apple, once the dominant buyer able to dictate terms, now competes directly with hyperscalers for capacity. Suppliers such as Kioxia are locking in higher prices through long-term contracts, a shift that could raise costs across consumer electronics.

Why now: AI-driven memory shortages are pushing up component costs, with consequences for major device makers and buyers.

AppleKioxiahyperscalers

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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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