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Phison CEO thinks NAND shortages could shut down entire consumer electronics companies in 2026 — claims at least one foundry demands three-year cash payment upfront

What happened

Phison CEO predicts severe NAND shortages in 2026, potentially cutting smartphone production by 100-250 million units. He claims a major foundry is demanding three years of upfront cash payments, signaling extreme supply constraints.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

NAND Flash

PhisonSK hynix Samsung Electronics

shortageprice-hikeproduction-cut

Source and time

Source: Tom's Hardware · 2/18/2026 · View original source

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Phison CEO thinks NAND shortages could shut down entire consumer electronics companies in 2026 — claims at least one foundry demands three-year cash payment upfront

What happened

Impact and signal

Affected components and suppliers

Source and time

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