Toshiba said the power outage could cause a 20% drop in its shipments over the next two months or so of chips known as NAND flash memory, which are used to store music, photos and data in products such as Apple Inc.'s iPhone and iPad.
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But the temporary disruption comes as demand for NAND flash is surging, notably from companies hoping to offer new tablet computers to challenge the iPad. Market watchers say some companies could face tight supplies and higher prices just as they are trying to ramp up production.
"I don't think it could come at a worse time," said Krishna Shankar, an analyst at ThinkEquity.
Read more: http://online.wsj.com/article/SB10001424052748703766704576009071694055878.html#ixzz17jsAHC8W
But the temporary disruption comes as demand for NAND flash is surging, notably from companies hoping to offer new tablet computers to challenge the iPad. Market watchers say some companies could face tight supplies and higher prices just as they are trying to ramp up production.
"I don't think it could come at a worse time," said Krishna Shankar, an analyst at ThinkEquity.