---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000940979.md"
description: "CEO of Phison disagrees with the CXMT memory scare and calls it a "ghost story from the market."He states next year "there will be a shortage of everything except orders." He is more worried about the shortage of materials causing them to be unable to deliver on time than about the visibility of orders. $Micron Tech(MU.US) $DRAM $EWY"
datetime: "2026-10-16T00:15:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000940979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000940979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000940979.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# CEO of Phison disagrees with the CXMT memory scare…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)
- [MUU.US](https://longbridge.com/en/quote/MUU.US.md)
- [MUD.US](https://longbridge.com/en/quote/MUD.US.md)
- [MULL.US](https://longbridge.com/en/quote/MULL.US.md)
- [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md)

## Comments (1)

- **Aurelius · 2026-10-16T10:45:36.000Z**: phison is taiwan listed so it posts net revenue every month by the tenth, that series will show whether the shortage talk is turning into orders well before any quarterly call


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**