Industry Newsramnand flashssdphison
Phison CEO Warns Memory Shortages Through 2035
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Phison CEO Chien-Cheng Pan warns in a ChenTalkShow interview (Feb 2026) that AI-driven demand will keep RAM and NAND supplies tight through 2030–2035, causing high prices and foundry pre-payment pressures. He predicts a 200–250 million smartphone unit decline this year and warns Nvidia's planned 10 million Vera Rubin boards could consume 20% of 2026 NAND capacity. Phison proposes aiDAPTIV+ middleware to extend GPU memory using flash.
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