
It was fun while it lasted, but Samsung has abandoned its bid to buy SanDisk. In a regulatory filing made nearly a year after its $5.85 billion offer for SanDisk was rejected as too low, Samsung officially called off the effort, which, had it been successful, would have combined two of the largest flash memory producers into a single NAND monstrosity.
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Apple’s voracious appetite for NAND flash RAM has proven a boon to Toshiba. Discussing Apple’s latest earnings on a conference call with analysts Tuesday, company COO Tim Cook revealed that Apple and Toshiba have inked a flash memory deal worth half a billion dollars.
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To the NAND flash memory business, Apple is a market maker and mover–and an increasingly insatiable one. In 2008, Samsung was forced to reduce its supply of 8GB-equivalent NAND flash chips to other customers to fulfill its obligation to Apple. What’s past is prologue. To wit, reports today claim Apple has placed an order for 100 million 8GB NAND chips from Samsung–an order so large it is reportedly causing a supply shortage.
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The NAND flash memory supply may be headed for a bit of an early season drought thanks to Apple. According to a new report from ThinkEquity Partners, Cupertino has bought up all of Samsung’s flash RAM inventory up to April 2009, presumably in preparation for an iPhone refresh.
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Apple is to the NAND flash memory business what Starbucks is to the coffee business–a market maker and mover. Particularly a mover. The company first shook up the NAND market back in 2005 when it arranged to purchase up to 40 percent of Samsung Electronics’ holiday NAND output. And now it’s creating a bit of a stir again.
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