Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand
Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand
Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand
In an interview with Taiwanese CommonWealth Magazine's tech column, Pua reaffirms and increases the expectations of market analysts who claim that a "supercycle" is imminent for the memory world. "NAND will face severe shortages next year. I think supply will be tight for the next ten years," says Pua.
"In the past, every time flash makers invested more, prices collapsed, and they never recouped their investments. So companies slowed spending starting around 2019–2020. Then in 2023, Micron and SK Hynix redirected huge CapEx into HBM because the margins were so attractive, leaving even less investment for flash." [...]