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Phison CEO Warns NAND Supply Won’t Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030

Covered by 3 sources · 3 articles

Phison's leadership has cautioned that the NAND flash memory market faces a significant supply crunch, with production unable to meet demand for approximately four years. This shortage is expected to sustain elevated SSD pricing through the end of the decade, creating headwinds for both consumers and manufacturers reliant on affordable storage components. The warning underscores an industry-wide capacity problem rather than a temporary disruption, with recovery dependent on new fabrication capacity coming online.

TL;DR
  • NAND supply deficits will persist for years, directly translating to sustained price floors for SSDs into 2030.
  • The shortage reflects fundamental production capacity limits rather than logistical or cyclical factors, requiring extended timelines for resolution.

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