- NAND flash contract prices rose 2%-4% in the first half of June, and are set to keep rising in Q3 thanks to orders from Apple (bigger iPhones expected), Chinese smartphone OEMs, and SSD vendors, industry sources tell Digitimes.
- But in spite of strong demand, Micron (MU) is said to be cutting NAND sales to third parties, as it dedicates more output to its Crucial SSD line. Micron, estimated by Gartner to be the #4 SSD vendor in 2013 (behind Samsung, Intel, and SanDisk) reportedly wants to double Crucial shipments Q/Q amid strong market demand.
- Meanwhile, Digitimes reports SanDisk (SNDK) has received major orders from Apple for its upcoming iPhones. Rival SK Hynix (HXSCL) has received smaller orders.
- Micron and SanDisk have already been making new highs on enthusiasm about favorable NAND and (in Micron's case) DRAM supply/demand balances.