If Apple has placed an order for 100 million 8Gb NAND chips, as reports suggest, it could cause supply problems and raise prices in an already unsteady market.
Contract prices for Flash memory have already increased by 16 per cent in recent weeks and an order of this magnitude can only make matters worse for an industry struggling under the weight of fab closures caused by the financial downturn.
And with other electronics giants like Sony and Nokia stacking up their inventories, it looks like there will be stormy times ahead for flash makers, at least that's what Taiwanese sources are telling Digitimes.
But all of this could be good news for Apple fans as the chips will, in all lilkelihood, end up in the new Iphone, widely expected to be announced at Apple's developer conference in June.
Story source:
theinquirer.net.