topicmaker Veteran


Joined: 28 Feb 2006 Posts: 26014
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Posted: Thu Feb 19, 2026 12:12 pm Post subject: Phison CEO Warns: AI-Driven NAND and DRAM Shortage Could Ban |
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| of 2026. He predicts smartphone production will drop by 100 to 250 million units this year, with significant reductions also expected in PC and TV shipments as memory suppliers prioritize high-margin enterprise and AI customers. Pua highlighted extreme market conditions, including memory manufacturers demanding three-year upfro...read more |
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