Samsung
and Hynix, two
of the largest global Flash memory manufacturers, are having trouble producing
enough Nand chips to meet demand, according to recent reports.
Taiwan-based news outlet
DigiTimes
cited sources within the manufacturing industry allleging that the two Korean
firms are having trouble fulfilling orders from OEMs.
Apple was
given much of the credit for the shortage, as the company is believed to be
hoarding large volumes of the chips which are used in the
iPhone and two iPod
models.
US-based spokespersons for Samsung could not be reached to comment on the
report.
Nam Hyung-Kim, director and principal analyst at research firm
iSuppli,
was unable to verify the reported shortage, but noted that manufacturing growth
from both companies has slowed in the second quarter of this year.
"The real issue is being driven by supply, not demand," he told
vnunet.com.
Kim explained that chipmakers scaled back production in the second quarter in
an effort to push prices back up after seeing dips early in the year.
While the chipmakers benefit most from the short supply and high prices, Kim
said that he does not expect larger manufacturers to have any trouble obtaining
enough Flash chips.
It is the smaller OEMs that will suffer most from the short supplies and high
prices, according to Kim. The analyst expects supplies to climb by August and to
steady prices.
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