Hynix and Samsung prioritize NAND flash for Apple
With Apple increasing the amount NAND flash ordered from its suppliers, other customers of Hynix Semiconductors and Samsung Electronics are seeing growing difficulties in securing sufficient stock.
Sources at Taiwan memory houses indicated that Hynix and Samsung began reserving more of their stock for Apple starting from July resulting a strain on supply to other customers. Both Hynix and Samsung had informed their customers in late June that supply in July will be constrained, citing the fact that Apple is about to pre-stock NAND flash to meet the coming seasonal upturn.
First-tier memory module houses, though able to land more stock from the chipmakers than second-tier players, are still finding supply insufficient, the sources noted. Some second-tier players may even be seeing no availability of stock, the sources added. Chief memory module houses including A-Data Technology, Kingston Technology, Transcend Information and Power Quotient International (PQI) account for about one-fifth of Samsung's total output.
source
Sources at Taiwan memory houses indicated that Hynix and Samsung began reserving more of their stock for Apple starting from July resulting a strain on supply to other customers. Both Hynix and Samsung had informed their customers in late June that supply in July will be constrained, citing the fact that Apple is about to pre-stock NAND flash to meet the coming seasonal upturn.
First-tier memory module houses, though able to land more stock from the chipmakers than second-tier players, are still finding supply insufficient, the sources noted. Some second-tier players may even be seeing no availability of stock, the sources added. Chief memory module houses including A-Data Technology, Kingston Technology, Transcend Information and Power Quotient International (PQI) account for about one-fifth of Samsung's total output.
source
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