Taiwanese sources report both Samsung and Hynix are prioritizing NAND flash memory for Apple, causing difficulties for other parties to secure enough stock:
Sources at Taiwan memory houses indicated that Hynix and Samsung began reserving more of their stock for Apple starting from July resulting a strain on supply to other customers. Both Hynix and Samsung had informed their customers in late June that supply in July will be constrained, citing the fact that Apple is about to pre-stock NAND flash to meet the coming seasonal upturn.
First-tier memory module houses, though able to land more stock from the chipmakers than second-tier players, are still finding supply insufficient, the sources noted. Some second-tier players may even be seeing no availability of stock, the sources added.