updated 10:50 am EDT, Fri August 11, 2006
Samsung ups flash for AAPL
Samsung has reportedly begun converting roughly 4 percent of its current 12-inch wafer production capacity from DRAM to NAND flash memory to prepare for Apple's memory needs. The company began enacting the changes last month, according to DigiTimes, converting an estimated 8,000 wafers per month. The transition signals a 1 percent drop in global DRAM supply as Samsung prepares to fill Apple orders, which may lead to further DRAM price increases. Sources also expect Samsung to continue capacity transition in the future, according to the report.