PHISON WARNS OF WORST NAND SHORTAGE IN 2027

Phison Electronics, a major designer and manufacturer of NAND flash memory controller chips, flagged supply constraints ahead. The company produces controllers for solid-state drives, USB drives, and memory cards used globally. Pua made the comments at Semicon Taiwan 2026, highlighting NAND's critical role in artificial intelligence infrastructure alongside traditional computing devices. The predicted shortage reflects growing demand pressures as AI deployment accelerates and consumer electronics continue to expand their storage capabilities. NAND flash memory remains foundational to data storage across sectors. Constraints on supply typically impact pricing and device availability across consumer electronics, cloud computing, and enterprise markets. The warning suggests manufacturers and buyers should prepare for potential supply tightness and longer lead times in 2027.