This whole "contamination" issue sounds like a fake cover story and very convenient, especially considering how many modules have apparently been affected and no word yet if any of these ended up in hardware. As others have stated, NAND prices are dropping which means more people can purchase NAND products at reduced costs, however this reduces profit. It's more along the lines that a "problem" was "created" to increase prices for more profit. With all the quality controls and expensive equipment they use to manufacture NAND, this seems way too coincidental and way too perfectly timed. It's very similar to cartel behaviour and don't be surprised that heads will roll.