The global memory market is facing a crisis that could reshape the technology industry landscape. Kristian Pan, CEO of Phison Electronics, stated in an exclusive interview that if companies are unable to secure sufficient DRAM memory by the second half of 2026, some product lines may be forced to be canceled, or even lead to corporate closures. Currently, the imbalance between supply and demand for DRAM and NAND is expected to persist until 2030, with a significant number of consumer electronics manufacturers potentially going bankrupt or exiting the market by the end of 2026 due to unstable memory supply. The core driver of this shortage is the explosive demand for AI infrastructure, which has severely strained memory production capacity, leaving the consumer electronics industry to face a new normal of rising cost structures and unstable supply chains.
