Phison is one of the leading manufacturers of controller chips for SSDs and other flash memory devices – and CEO Pua Khin-seng has now become a leading voice for how serious the RAM shortage can be.
Companies may need to cut their product lines in the second half of 2026, and some companies will even die if they can’t get needed components, he agreed in a televised interview with Ningguan Chen of Taiwanese broadcaster Next TV.
While the interview is entirely in Chinese, friends The Verge Proceeded to confirm the parts of the machine-translated summary that are making headlines. They also note that, importantly, it is interviewer Asking whether companies may close or product lines may be discontinued. Khein-Seng largely agreed and explained that this would happen if these companies are unable to secure enough RAM.
He also said that he hopes that in the next few years people will start fixing products when they break instead of throwing them in the trash.
It is indeed possible that some companies Will not done Be able to reserve enough RAM. AI data centers are gobbling up the vast majority of the world’s memory supply as part of the global buildup, creating an unprecedented imbalance in supply and demand that has caused RAM prices to triple, quadruple, or even sixfold over the past few months. Even Nvidia may stop shipping gaming GPUs for the first time in 30 years. Even Apple may now have trouble securing enough RAM, not to mention memory chips for SSDs and other critical components.
The RAM shortage could impact everything computing touches over the next several years, because just three companies control 93 percent of the entire DRAM market, and while those three companies are building more facilities, they don’t want to build too fast. The trio have decided to prioritize profits rather than risk overproduction, which could later lead to losses.
Tomorrow, on February 19, I will present a report on The Verge About how “Ramageddon” will affect you, even if you’ve never thought about buying a memory stick yourself.
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