Wiens: It's a commodity component. You can buy an iPad 2, pull the Toshiba Flash off, put the Samsung Flash on, and it will work. I think Apple will find a way around it and get alternate supplies. It will probably spike memory prices, but Apple has such huge contracts that it usually gets first dibs on these things.
Then again, trying to ramp up production at the same time as the destruction of one of the primary components does make things harder.
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