Event Overview
According to Odaily, memory suppliers led by Micron have complained that 'certain clients pressured them to lower prices during the industry trough.' The accusation directly points to dominant buyers like Apple, highlighting an ongoing power shift in the supply chain. Behind the iPhone, Apple leverages its strong position to drive down memory costs, while suppliers suffer margin erosion when demand weakens.
Crypto Perspective
Although the event centers on consumer electronics, the same 'big buyer price suppression' logic applies to crypto mining rigs, GPU supply chains, and other hardware sectors. When markets turn bearish, suppliers often accept low prices to maintain orders, while buyers capitalize on their market power to extract profit.
Outlook
As the chip and storage industry cycles continue, supply chain power structures will keep shifting. Crypto investors can monitor similar price dynamics for insights into low-cost mining and hardware manufacturer viability.