Pua Khein-Seng
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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.
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.
