“Module firms and distributors intend to stockpile to boost their inventory value,” Lien and Shen report. “As a result, the supply of NAND flash has fallen short of demand, and the shortage is more severe than previously expected, the sources indicated.”
“Apple’s purchases remain critical to the overall consumption of NAND flash, the sources said,” Lien and Shen report. “The vendor, with its iPhone 6 and 6s series, consumed about 15% of overall NAND supply in 2015.”
Read more in the full article here.
MacDailyNews Take: There’s our iPhone in Space Black, if possible, or whatever black-faced iPhone 7 Plus Apple ships.