Phison’s CEO warns that the RAM crisis could worsen in the second half of 2026.
Phison, a leading producer of SSD and flash memory controller chips, has its CEO, Pua Khein-Seng, voicing concerns about the severity of the RAM shortage. In a televised interview with Taiwanese broadcaster Next TV, Pua agreed that companies might need to reduce their product lines in 2026’s latter half. He acknowledged that companies could face closure if they fail to secure essential components.
Despite being in Chinese, parts of the interview have been confirmed by friends of The Verge, emphasizing that the potential shutdowns and discontinued product lines depend on RAM availability. Pua also anticipates a shift towards repairing products rather than discarding them over the next few years.
The scarcity of RAM could severely impact many companies. AI data centers are consuming most of the global memory supply, causing RAM prices to surge dramatically in recent months. Major companies like Nvidia may delay product releases, and even Apple faces RAM procurement challenges. The shortage could affect the entire computing industry, as only three companies control 93% of the DRAM market, and their cautious expansion prioritizes profit over rapid growth.
Tomorrow, February 19th, a report on The Verge will explore how “RAMageddon” might impact individuals, even those who don’t typically purchase memory.