Phison CEO says that NAND prices hiked by around 50% overnight, highlighting severe shortage in the industry — warns 'our current concern is that both money and inventory are insufficient'

Phison I/O+ SSD Firmware.

Phison CEO Khein-seng Pua said that some NAND flash manufacturers have increased their prices by as much as 50% overnight, highlighting the severe shortage the industry has been experiencing due to the insane demand by the AI infrastructure build-out. According to Digitimes, the Taiwanese semiconductor company has now started delivering its products directly to cloud service providers (CSPs) and AI hyperscalers, resulting in a 30% revenue share for its enterprise SSD solutions.

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