NAND Shortage Alert: A Risk for Consumer Electronics

Phison CEO KS Pua has warned about a potential shortage of NAND memory that could hit the consumer electronics industry. According to Pua, this situation could lead to the closure of several companies by 2026.

The main cause is related to supply difficulties and increasingly stringent demands from memory manufacturers. In particular, at least one memory foundry is reportedly demanding upfront payments on a three-year basis to guarantee the supply of NAND chips.

This scenario puts the financial stability of many companies in the sector at risk, especially smaller ones, which may not be able to bear such upfront costs. The direct consequence would be a reduction in production and, in the worst case, definitive closure.

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