Samsung to deliver only 85% of promised NAND flash to "its major customers"

If statements from PQI GM Jance Lu are to be believed, Samsung will be fulfilling only 85% of their promised NAND flash deliveries to "its major customers" in the second half of August. It goes without saying the estimated 3% shortage in global NAND supply will be followed by a sharp increase in NAND prices due to the unquenchable demand.

With modern manufacturers relying on "just in time" inventory fulfillment to keep storage and holding costs to a minimum, you'd better hold tight for possible flash-heavy, product shortages-to-come this holiday season. I.e. We're looking at possible shortages in cellphones, GPS devices, handhelds, and of course, notebooks and sub-notes like the Asus Eee which source much of their memory from Samsung.

Details at Engadget.