NuAxiSemiconductor trade intelligence
Phison CEO sees years of NAND shortage, AI growth chance
What happened
Phison CEO Pua Khein-Seng predicts NAND Flash supply tightness will persist for years due to AI demand, with 2027 capacity constraints expected to be more severe than 2026, leaving room for further price gains. Bullish: Supply shortage and price increase potential.
Impact and signal
High impactImpact score: 85/100
Affected components and suppliers
NAND Flash
Phison Electronics
shortageprice-hikeAIcapacity-constraint
Source and time
Source: DigiTimes Asia · 8/17/2026 · View original source
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