Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises
THE SO WHAT
A major NAND supplier explicitly managing prices to avoid choking off AI demand means memory vendors are now treating AI as a long-cycle demand asset, not a spot market. If you’re planning GPU or accelerator deployments in 2026–2028, lock in memory and storage assumptions — volatility will be political and strategic, not just cyclical.
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