CEO Pua Khein-Seng from Phison warns of a severe RAM shortage that could cripple companies and entire businesses. He believes the crisis will worsen in the second half of 2026, forcing some companies to cut back on product lines or even shut down due to unavailability of necessary components.
The global demand for RAM is skyrocketing, with AI data centers accounting for most of the world’s memory supply. This has led to a significant imbalance between supply and demand, causing RAM prices to triple, quadruple, or sextuple in recent months. As a result, companies may be forced to adopt more sustainable practices, such as repairing products rather than discarding them.
Source: https://www.theverge.com/tech/881062/ram-shortage-kill-products-companies-phison-ceo-interview