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SSD price increases might be with us for the long haul, as Phison's CEO says NAND supply won't catch up with…
Phison CEO Pua Khein-Seng predicts that NAND flash prices will continue to rise, potentially through 2030, due to a significant imbalance between supply and demand. Increased demand from AI infrastructure is a major factor, and new production capacity will take years to come online. Phison is shifting focus from the retail market to enterprise and AI solutions.
Consumer electronics companies were already worried about securing memory next year—now, supply is predicted to…
Apacer CEO C.K. Chang has warned that severe memory shortages are expected to persist throughout 2026, with manufacturers prioritizing AI and server applications. Securing supply is now a greater concern than cost, potentially leading some consumer electronics manufacturers to exit product lines or go bankrupt. This situation will likely impact PC gamers, making RAM and system storage more expensive and harder to find.
'Regardless of the type of offer, available capacity is essentially zero right now': SK hynix is reportedly being swamped with 'unprecedented' offers to secure memory chips
SK hynix is reportedly overwhelmed with offers to secure memory chips due to an ongoing global shortage, with available capacity essentially at zero. Companies are proposing financing equipment and providing advanced machinery to secure contracts, but SK hynix is cautious about long-term deals that could lead to selling memory at a lower price. Other major players like Samsung and Micron are also reportedly in talks for multi-year contracts, while companies like Maingear and Phison express concerns about the crisis potentially leading to bankruptcies.
RAM spot prices are down by 5%, though they did spike by well over 2000% this past year
Spot prices for RAM have recently decreased by approximately 5%, following a significant spike of over 2000% in the past year, largely driven by the AI industry's demand. Despite this minor drop, consumer prices are unlikely to fall substantially soon, with projections suggesting affordable RAM might not be available until 2028. Some industry leaders express concern about potential bankruptcies and the future of personal computing due to the ongoing memory crisis.
Phison CEO says 'both money and inventory are insufficient' as NAND prices continue to climb at an…
Phison Electronics CEO Khein-seng Pua warns that NAND prices are continuing to climb rapidly, driven by high demand from the AI industry and supply constraints. Despite inventory increases, Pua states that both money and inventory are insufficient to meet demand. The company is developing technologies like aiDAPTIV+ to address limited DRAM supply for AI capabilities on PCs.
