Mmastodon TechnologySemiconductors first seen 1 d ago, last 53 min 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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Rank over time, top of the chart is #1. 9 snapshots from 11 h ago to 53 min ago.

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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