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Hyperscalers now buy twice as much NAND as Apple as NAND prices rise fivefold
See how this story connectsThe Wall Street Journal reports that hyperscalers now buy twice as much NAND flash memory as Apple, and that NAND prices have risen fivefold. Two years ago Apple reportedly bought more NAND than Microsoft, Amazon, Meta and Google combined. Apple now accepts higher prices from suppliers including Kioxia, according to heise’s account of the report.
Why it matters
Heise reports that the iPhone Duo now costs at least €2,300 with 256GB, and that higher-spec MacBook Pro and Mac Studio (M5 Ultra) configurations are priced like cars, as Apple accepts higher NAND prices.
- When
- 2 Nov 2026
- ID
WTA-N-2026-0615- Where
- United States, Japan
- Who
- Apple, Kioxia, Microsoft, Amazon, Meta, Google, Wall Street Journal; Tony Blevins
- Topics
- Government procurement, Chips, Data centres
Summary written with AI by wheresthe.ai, from heise online. Checked against the source on 2 Nov 2026.
Source copy: saved on 2 Nov 2026 to check this story and not republished, because the text belongs to its publisher. Also held by the Internet Archive.
Cite this story
WTA-N-2026-0615: “Hyperscalers now buy twice as much NAND as Apple as NAND prices rise fivefold.” wheresthe.ai, 2 Nov 2026. https://wheresthe.ai/d/us-hyperscalers-now-buy-twice-as-much-nand-as-apple-as-nand-2026-11/ (source: heise online).
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