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Phison CEO Issues Warning: NAND Flash Shortage Could Span a Decade
2 day ago /
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Author：小编
Recently, Kuan S. Poon, who serves as the President of Phison Electronics, raised an alarm. He pointed out that with the large - scale construction of AI infrastructure underway, the semiconductor supply chain is under immense pressure. Among all the components, NAND flash memory storage stands out as a vital yet frequently neglected link. In terms of the market outlook, he made a bold prediction. Starting from 2026, the shortage of NAND flash is likely to continue for a whole decade. This projection starkly contrasts with the general expectation within the industry, which typically anticipates a supply - demand cycle of only 1 to 2 years.
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