Phison, a key player in the production of controller chips for SSDs and other flash memory devices, has its CEO, Pua Khein-Seng, warning about the severity of the RAM shortage. In a recent interview with Ningguan Chen of Taiwanese broadcaster Next TV, Khein-Seng emphasized that companies may face the need to scale back their product offerings in the latter half of 2026. Some companies could even face closure if they are unable to access the necessary components.
While the interview was conducted in Chinese, reports suggest that Khein-Seng confirmed the potential repercussions of the RAM shortage, highlighting the interviewer’s concerns about possible shutdowns and product discontinuations. Khein-Seng reiterated that these scenarios are likely if companies fail to secure an adequate supply of RAM.
Additionally, Khein-Seng predicted a shift towards repairing products rather than discarding them as a response to the scarcity of RAM in the coming years.
The escalating demand for memory, particularly driven by AI data centers, has led to a significant imbalance in the supply and demand of RAM. This imbalance has resulted in a substantial increase in RAM prices and could impact various industries, including technology giants like Nvidia and Apple. The shortage is expected to have far-reaching consequences across the computing landscape, with only a few companies controlling the majority of the DRAM market.
As the industry grapples with the RAM shortage, stay tuned for a comprehensive report on the implications of “RAMageddon” on The Verge tomorrow, February 19th.
