AI hyperscaler demand quintuples flash memory prices

Surging demand from AI hyperscalers has quintupled flash memory prices and shifted negotiating power from Apple to suppliers like Kioxia. Apple, which long pushed storage makers for steep discounts, now faces a seller's market.

• Flash memory prices have risen fivefold amid AI hyperscaler demand
• Apple has lost its negotiating leverage over memory suppliers
• Kioxia and other makers gained the upper hand in pricing talks