Industry Newsdrammemory marketai data centerssupply chain
Phison CEO Warns Of Global RAM Shortage
8.1
Pua Khein-Seng, CEO of SSD controller maker Phison, said in a televised interview with Taiwanese broadcaster Next TV that companies may need to cut product lines in the second half of 2026 or even fail if they cannot secure enough RAM. He and The Verge note AI data centers are consuming most memory, driving RAM prices up three- to sixfold and creating widespread supply risks.
Key Points
- 1Warns of potential product cuts or company failures without sufficient RAM supply by H2 2026
- 2Notes AI data centers are consuming most memory, driving RAM prices to triple to sextuple
- 3Implies wide industry impact as three firms control 93% of DRAM, risking supply-driven disruptions
Scoring Rationale
Industry-wide relevance and an executive's credible warning drive the score; limited new data and shallow sourcing limit higher impact.
Sources
Public references used for this report.
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