NuAxiSemiconductor trade intelligence
Phison locks in 70% of its 2027 NAND supply as AI demand surges
What happened
Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, which he expects will tighten NAND Flash supplies and intensify competition for high-capacity triple-level cell (TLC) and quad-level cell (QLC) products. The company has already secured more than 70% of its targeted 2027 supply.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
NAND FlashTLC (triple-level cell)QLC (quad-level cell)
Phison Electronics
NAND FlashAI demand2027 supplyTLCQLCLunar New Year
Source and time
Source: DigiTimes Asia · 11/9/2026 · View original source
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