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RT NEWS: AI demand is giving #NAND suppliers more leverage over #Apple. But Apple’s past tactics reportedly drove a #Kioxia exec to shoot his old iPo...

What happened

According to RT NEWS, AI demand is giving NAND suppliers more leverage over Apple. The report also mentions that Apple's past hardball tactics reportedly drove a Kioxia executive to shoot his old iPod with a rifle, and refers back to Cupertino's once-notorious hardball playbook. The source provides no specific price figures, dates, or forecasts, and gives no further details on this change in supplier leverage.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

NAND

Apple Kioxia

NANDAI需求AppleKioxia议价能力

Source and time

Source: TrendForce Official (Market Data) · 10/29/2026 · View original source

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RT NEWS: AI demand is giving #NAND suppliers more leverage over #Apple. But Apple’s past tactics reportedly drove a #Kioxia exec to shoot his old iPo...

What happened

Impact and signal

Affected components and suppliers

Source and time

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