Rolfe Winkler at The WSJ: ‘The Beleaguered Chip Sellers Getting Their Revenge on Apple’

· Daring Fireball · Oct. 29, 2026, 9:54 p.m.
pricing Technology apple Supply Chain
Summary
The blog post critiques Rolfe Winkler's WSJ article about how Apple, once the biggest buyer of flash memory chips, faces struggles as AI datacenter hyperscalers take over the market, affecting pricing dynamics and profit margins.
Read full post on www.wsj.com →
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