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Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500%

What happened

Phison requires customer prepayments due to a 500% surge in NAND Flash prices over the past six months. This demand-driven shortage forces the supply chain to seek faster settlements, locking inventory for clients. Bullish for NAND and SSD prices.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

NAND FlashSSDsPhison Controllers

PhisonTSMC Samsung

E28

shortageprice-hikeprepayment

Source and time

Source: TechPowerUp · 3/2/2026 · View original source

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Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500% Over Six MonthsTechPowerUp · 3/2/2026
Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chainTom's Hardware · 3/2/2026
SK hynix runs out of replacement SSDs and defaults to original purchase price refunds — fine-print warranty clause shortchanges buyers as drive prices doubleTom's Hardware · 8/15/2026
Phison CEO thinks NAND shortages could shut down entire consumer electronics companies in 2026 — claims at least one foundry demands three-year cash payment upfrontTom's Hardware · 2/18/2026
[News] Samsung’s DS Division Tops NVIDIA With 65.7% Operating Margin, Driving 93.8% of 1Q26 ProfitTrendForce · 4/29/2026
#Lenovo's decision to adopt #YMTC SSDs in notebook models sold globally marks a notable turning point for the memory industry. Previously, YMTC's inte...TrendForce Official (Market Data) · 7/8/2026

Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500%

What happened

Impact and signal

Affected components and suppliers

Source and time

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