Sep
30
Even better news for Apple’s flash chips supply
According to BusinessWeek:
How bad will it be for Apple’s rivals in the music-player business? A research report by WR Hambrecht says manufacturers of flash memory will be experiencing an uncomfortably tight supply environment this quarter and into the first quarter of 2006. Samsung and Toshiba both have their second- and third-tier customers on allocation—which means lots of smaller companies will be told to get in line and wait for their flash chips.
Furthermore, analysts at UBS Investment Research suggest that Toshiba, Hynix Semiconductor and Samsung (with even deeper discounts) will try to lure Apple into cutting a deal for more flash chips.
Also read the New York Times’ report [via] on the subject.
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