Phison CEO on memory shortage: "It's going to last a long time." He said it three times.
New DRAM and NAND fabs can't keep up with AI demand. Some hope 2028 brings relief. He's skeptical. Land, power, water, equipment, process lead times — all bottlenecks. Phones and PCs will "suffer for a long time."
It's not just chips. Wafers, boards, packaging, capacitors — all tight. Resources flow to AI. Some DRAM modules already hit 128GB and climbing.
He wants more fabs everywhere. More supply = more units shipped, lower cost. Maker gross margins already above 80%. "Why not build?" Even if they do, wafers arrive late.
Consumer electronics lose. Some PC customers see 2027 demand down 25%. Phone demand already down 30–40%, may drop again in 2027. AI buyers pay premium. Phones and PCs can't.
He also clarified Acer chairman's comment that memory isn't short everywhere. Each firm speaks for its own book. Industry-wide, DRAM tightness persists.
New DRAM and NAND fabs can't keep up with AI demand. Some hope 2028 brings relief. He's skeptical. Land, power, water, equipment, process lead times — all bottlenecks. Phones and PCs will "suffer for a long time."
It's not just chips. Wafers, boards, packaging, capacitors — all tight. Resources flow to AI. Some DRAM modules already hit 128GB and climbing.
He wants more fabs everywhere. More supply = more units shipped, lower cost. Maker gross margins already above 80%. "Why not build?" Even if they do, wafers arrive late.
Consumer electronics lose. Some PC customers see 2027 demand down 25%. Phone demand already down 30–40%, may drop again in 2027. AI buyers pay premium. Phones and PCs can't.
He also clarified Acer chairman's comment that memory isn't short everywhere. Each firm speaks for its own book. Industry-wide, DRAM tightness persists.