Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand
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Phison CEO Pua Khein-Seng has claimed in an interview this week that the upcoming forecasted NAND flash shortage will last "for the next ten years", rather than the more optimistic 1 year claimed by other industry insiders. The negative implications of the AI boom continue to grow by the day.