Story thread · 2 reports / 2 sources

Phison CEO sees years of NAND shortage, AI growth chance

digitimes.com · 9h · first report

How the coverage leans

Across 2 sources · syndicated copies counted once

Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND Flash supply tight for many years. He said 2027 capacity constraints will be even more severe than in 2026, leaving room for further price gains, though the pace of increases will gradually narrow.

The coverage

SSD price increases might be with us for the long haul, as Phison's CEO says NAND supply won't catch up with demand for four years
pcgamer.com · 3h

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