Fire at Hynix China FAB
This is not going to be good for Apple and the rest of the industry. As we know Apple's number 1 memory supplier today is Hynix and they had an explosion at their largest memory plant in Xuxi China. Currently there is extreme shortagse of memory today and this will make it worse considering Samsung has been using the majority of their memory production for their own products. You can expect pricing to go up along with not being able to get memory.
This factory makes both DRAM and NAND, and it appear the packaging part of the facility was damage so they can not put Dies to the plastic packaging.