Thursday, October 29, 2026

Shifting Bargaining Power - Apple and the Flash-Storage Makers

The Beleaguered Chip Sellers Getting Their Revenge on Apple
https://www.wsj.com/tech/apple-iphone-memory-chips-ai-c0084cc9
The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply.