NuAxiSemiconductor trade intelligence

Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chain

What happened

Phison demands pre-payments from customers as NAND suppliers (SanDisk, Kioxia, Samsung) tighten terms amid a 3x-4x price surge, signaling severe supply chain stress.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

NAND FlashSSDs

PhisonSanDiskKioxia Samsung

shortageprice-hikepre-paymentsupply-chain

Source and time

Source: Tom's Hardware · 3/2/2026 · View original source

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Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chain

What happened

Impact and signal

Affected components and suppliers

Source and time

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