Apple's 100 mill. 8GB flash order likely to go for 16/32GB iPhones, and sends major rippling effects on the Hong Kong NAND spot-market.

CNET reports with more details:


Analyst: Apple placed chip order for 32GB iPhones

Thanks for your information.
That's why memory flash price going up day by day.
It looks this situation will keep until next month.
Hope not too long.

You're mostly welcome!

The rumors of this big order where out already some time ago, but seems now confirmed and in process. Most of the 8GB that Apple purchased will be supplied by Samsung. We're currently seeing strong price hikes especially with the 2GB/4GB/8GB chips from Samsung, but rippling effects throughout all capacities and further reduced supply from Samsung is generally affecting the current trade on the spot-market for wholesale of NAND flash memory here in Hong Kong.

Indeed we can expect this to calm down by early May. However, considering the current environment of reduced NAND flash production by the core suppliers, NAND flash prices are likely to stay stable if not even to continue their steady upward trend throughout the year and up to 4Q.

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