Apple iPhones, iPods Dry up NAND Stocks

July 11th, 2007

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Apple has increased its appetite for NAND flash chips that will be put on iPhones and future iPods so it has asked Samsung and Hynix to keep a reserve stock for them in anticipation of a seasonal upturn in demand. This move according to DigiTimes has caused some degrees of difficulties for second-tier consumers namely A-Data, Kingston, PQI and Transcend to acquire the flash modules needed for their flash drives and memory cards. These folks account for one-fifth of Samsung's total output. We could be seeing prices of 4GB and 8GB flash drives to recover in upcoming months.

Via iLounge

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