NuAxiSemiconductor trade intelligence
Phison CEO Says DRAM and NAND Flash Shortage Will Shut Down Many Consumer Electronics Companies in 2026
What happened
Phison CEO warns of a severe DRAM and NAND flash shortage that could force many consumer electronics companies to shut down by end-2026, citing an example where an 8GB eMMC chip price surged from $1.5 to nearly $20. The supply-driven market has manufacturers accepting orders with lead times extending to 2030. Bullish: The acute shortage and extreme price inflation directly threaten supply for low-cost electronics, signaling sustained upward price pressure and allocation challenges.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
shortageprice-hikesupply-crunchlong-lead-times
Source and time
Source: TechPowerUp · 2/17/2026 · View original source
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