July 2nd 2008
By Mike Flaminio
DigiTimes reports that Samsung has informed downstream customers it will start reducing its supply of NAND flash chips to them from July to demand from Apple, which has placed a large batch of orders.
It's said that the mothership has ordered 50-million 8Gb modules. This is in addition to the 25 million they ordered last month.
Further, DigiTimes claims that the modules are mainly for use in the iPhone, which may be true, more or less.
However, IGM reported back in March that Apple would release revised iPods in the third quarter, as they have for the last several years.
Assuming Apple does update the iPod, which doesn't seem much of a stretch, then the company would need to ramp production about right now...
What's your take?