Apple’s long-standing leverage over flash-storage suppliers is weakening as AI hyperscalers bid up prices and absorb supply, shifting bargaining power toward chipmakers. The change tests a supply-chain strategy that once let Apple push for steep discounts while making storage upgrades a significant source of profit. The reported reversal reflects growing competition between phone makers and buyers equipping AI data centers. A report on the shift describes how AI demand has changed the market for flash storage.
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