Industry Newsramnand flashssdphison
Phison CEO Warns Memory Shortages Through 2035
7.6
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.
Key Points
- 1Warns of prolonged RAM and NAND shortages possibly lasting until 2030–2035, driven by AI hardware demand
- 2Estimates 200–250 million smartphone unit decline this year; foundry pre-payments strain SMEs' cashflows
- 3Proposes aiDAPTIV+ middleware to extend GPU memory using flash, reducing HBM/GDDR dependency
Scoring Rationale
Strong industry-wide projections and concrete numbers, offset by single-source company claims and limited independent verification.
Sources
Public references used for this report.
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