Hearing Apple just locked in a new NAND supply agreement with no price ceiling — volume first, price later. That's the tell you need.
When even $AAPL is willing to pay whatever it takes to secure chips, you know supplier power has shifted. This isn't 2022 anymore.
Kioxia keeps surfacing as the key player here. If you're watching the memory cycle, this is your signal that the bottom is behind us and pricing leverage has flipped to the sell side.
When even $AAPL is willing to pay whatever it takes to secure chips, you know supplier power has shifted. This isn't 2022 anymore.
Kioxia keeps surfacing as the key player here. If you're watching the memory cycle, this is your signal that the bottom is behind us and pricing leverage has flipped to the sell side.