Now what could Apple want with 100 million 8Gb NAND flash chips?
#1: 64GB iPod Touch. Uhh, no. Go home to your momma. The iPod Touch will be getting some other improvements, but raising the capacity that much would probably put the price over $500. Even for a sexy little device, $500 is the kind of price most people just stare at in disbelief.
#2: 32GB iPhone. Why not? With video-taking ability on the iPhone among other things coming in 3.0, you might want that extra space. With SD capability putting other phones ahead of Apples in the space race (so to speak), Apple would do well to embiggen their coolest product.
100 million 8Gb chips would make 25 million 32GB iphones, which seems a little high, so probably they’ll be making 10 million or so and spreading the rest around for their usual products. Forgot that these are the gigabit chips, so they’ll be making about an eighth of whatever I estimated. About 3 million 32GB iPhones? That’s totally in the ballpark.