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Phison CEO claims NAND shortage could last a staggering 10 years — says memory ‘supercycle’ imminent and ‘severe’ 2026 shortages are at hand

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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…

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