The implications of the AI data center boom continue to mount ever higher by the day. Pua Khein-Seng, CEO of Phison Electronics Corporation, claimed in a recent interview that NAND flash shortages forecasted to arrive in 2026 will linger for the next ten years. The estimate from the Phison boss long outstretches the current estimates of a one-year storage squeeze from other industry insiders.
In an interview with Taiwanese CommonWealth Magazine's tech column, Pua reaffirms and increases the expectations of market analysts who claim that a "supercycle" is imminent for the memory world. "NAND will face severe shortages next year. I think supply will be tight for the next ten years," says Pua.
