Phison CEO claims NAND shortage could last a staggering 10 years — says memory ‘supercycle’ imminent and ‘severe’ 2026 shortages are at hand

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The implications of the AI data center boom continue to mount ever higher by the day. Pua Khein-Seng, CEO of Phison Electronics Corporation, claimed in a recent interview that NAND flash shortages forecasted to arrive in 2026 will linger for the next ten years. The estimate from the Phison boss long outstretches the current estimates of a one-year storage squeeze from other industry insiders.

In an interview with Taiwanese CommonWealth Magazine‘s tech column, Pua reaffirms and increases the expectations…



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Phison CEO claims NAND shortage could last a staggering 10 years — says memory ‘supercycle’ imminent and ‘severe’ 2026 shortages are at hand



The implications of the AI data center boom continue to mount ever higher by the day. Pua Khein-Seng, CEO of Phison Electronics Corporation, claimed in a recent interview that NAND flash shortages forecasted to arrive in 2026 will linger for the next ten years. The estimate from the Phison boss long outstretches the current estimates of a one-year storage squeeze from other industry insiders.

In an interview with Taiwanese CommonWealth Magazine‘s tech column, Pua reaffirms and increases the expectations…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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