Pua Khein Seng, CEO of Phison Electronics, has issued a warning that the shortage of DRAM and NAND flash memory is far more severe than market expectations and, due to structural shifts, this shortage will persist beyond 2030. Currently, foundries are operating in a seller's market, requiring customers to prepay for production capacity over the next three years. The supply shortage is expected to last at least until 2030 and could even extend for a decade. Pua predicts that by the end of 2025 to 2026, many companies will halt production or exit product lines due to insufficient memory supply. In the second half of 2026, a significant number of low-margin brands will go out of business, and low-end products will disappear, with market growth set to explode once supply recovers. Additionally, NVIDIA's next-generation product line may consume over 20% of global NAND production, a demand that has not yet been fully accounted for by the industry. Meanwhile, the immense demand for DRAM from AI will impact the consumer segment, leading the industry into a period of profound adjustment.