Phison Pua Khein-Seng: 2027 Memory Shortage Will Be More Severe Than This Year

Phison CEO Pua Khein-Seng stated that as AI data centers continue ramping up shipments and AI PCs gradually enter the market, the volume of generated data will increase significantly, and storage demand will only continue to expand. He noted that the biggest issue facing the memory industry today is no longer demand, but rather supply that is far from keeping up with the growth of tokens and data volumes. Although major manufacturers are increasing production capacity in hopes of delivering more output, the added capacity still falls far short of the growing demand for tokens. He expects next year's storage shortage to be even more severe than this year's