Digitimes today cites industry sources who claim that major manufacturers are allocating more supplies for Apple meaning other orders for other companies are being cut.
Samsung Electronics has informed Taiwan module makers that it will halve its NAND flash supply to them in September, and Micron Technology has also told some of its downstream customers that no NAND flash chips are available, claimed the sources. Toshiba and Hynix Semiconductor are also giving priority to Apple, and are offering limited supply to the spot market, the sources added.
Maybe demand for the new iPod touch and iPod nano players are greater than usual, or maybe this could mean that Apple has something else up its sleeve.