RAM shortage may impact products and companies, says memory executive

Phison CEO Pua Khein-Seng warns of a severe RAM shortage impacting companies, potentially leading to product line cuts or even business closures by late 2026 if component supplies remain constrained. This crisis is exacerbated by AI data centers consuming most memory resources, resulting in skyrocketing RAM prices. With three companies controlling 93% of the DRAM market, the situation is unlikely to improve as they prioritize profits over production. Khein-Seng also anticipates a shift towards product repairs instead of disposal in the coming years.

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