Phison’s CEO: Flash Shortage Will Become an Irreversible Trend; Orders Booked Through Q2 2027

Phison Electronics CEO K.S. Pua recently stated that the current NAND Flash market continues to face tight supply, with the shortage showing no signs of bottoming out. He expects the supply-demand imbalance in the second half of this year to be significantly worse than in the first half, and warns that the situation could become even more severe next year. Pan emphasized that the NAND Flash will be a long-term and irreversible trend, noting that the company's orders are already booked through the first and second quarters of 2027.