NuAxiSemiconductor trade intelligence
Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500% Over Six Months
What happened
NAND Flash prices surged nearly 500% over six months, forcing Phison to demand prepayments from customers to secure supply. This action indicates extreme tightness in the storage supply chain as Phison secures NAND on behalf of clients. Bullish signal for NAND pricing and controller availability.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
NAND FlashSSDsControllers
shortageprice-hikeprepaymentsupply-chain
Source and time
Source: TechPowerUp · 3/2/2026 · View original source
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