Phison CEO warns consumer electronics firms may fail by end of 2026

An X post by 駿HaYaO summarizes a Chinese‑language interview with Phison CEO Pua Khein‑Seng in which he warned the AI-driven memory shortage could push many consumer electronics makers into bankruptcy or force them to exit product lines by the end of 2026. The summary says mobile phone production could fall by 200–250 million units, with PC and TV output also substantially reduced.

The summary highlights the potential impact of Nvidia’s next‑generation Rubin AI GPUs: if tens of millions ship and each requires more than 20TB of SSD, that demand would consume roughly 20% of last year’s global NAND production capacity. Memory suppliers are described as demanding three years’ prepayment for supplies—an industry‑first—and are said to expect shortages through 2030 or even another decade.

New capacity from firms including Samsung, Micron, SK Hynix, Kioxia and Yangtze Memory takes at least two years to reach production, and initial Chinese additions would cover only 3–5% of global supply, leaving a sizable shortfall.

China

phison, memory shortage, consumer electronics, mobile phones, pcs, tvs, nand, ssd demand, nvidia rubin, prepayment