Pua Khein-Seng
Reporting and statements that mention Pua Khein-Seng.
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PS6 cost will be worse than you think as memory shortage set to increase prices
The upcoming PlayStation 6 and other next-generation consoles are predicted to be significantly more expensive due to an ongoing memory shortage expected to worsen through 2027 and 2028. Micron CEO Sanjay Mehrotra stated that demand will exceed supply, leading to much higher prices. This situation, exacerbated by demand from AI data centers, suggests console prices could exceed £1,000, potentially impacting mass-market appeal.
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.
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.
