---
title: "Phison CEO Pan Jiancheng: The shortage of DRAM and NAND storage chips may last until 2030, with the low-end consumer market being the hardest hit"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/276238050.md"
description: "Phison Electronics CEO Pan Jiancheng warned that the shortage of DRAM and NAND storage chips will continue until 2030, with the low-end consumer market being the most affected. The foundries are in a seller's market, and customers need to prepay for capacity for the next three years. It is expected that by 2026, many companies will cease production due to insufficient memory supply, and low-profit brands will exit the market. The demand for DRAM from AI will further compress the consumer market, and the industry is facing a deep adjustment period"
datetime: "2026-02-18T14:07:17.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/276238050.md)
  - [en](https://longbridge.com/en/news/276238050.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/276238050.md)
---

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# Phison CEO Pan Jiancheng: The shortage of DRAM and NAND storage chips may last until 2030, with the low-end consumer market being the hardest hit

On February 18, K.S. Pua, CEO of Phison, warned that **the severity of the shortage of DRAM memory and NAND flash (core stocks) far exceeds market expectations, and the structural changes will continue beyond 2030.**

Pua pointed out that wafer fabs are currently in an absolute seller's market position, even proposing unprecedented payment terms: customers must prepay for capacity for the next three years. Industry estimates indicate that this supply shortage will last at least until 2030, and it could extend for a decade with no end in sight.

Pua predicts that from the end of 2025 to 2026, many companies will be forced to halt production or exit product lines due to an inability to secure sufficient memory supply.

By the second half of 2026, a large number of low-margin brands will go out of business, and low-end products will completely disappear from the market, creating a market vacuum that will only see growth again once supply is restored.

Pua specifically mentioned that NVIDIA's next-generation Vera Rubin AI infrastructure and its ICMS platform have extremely high storage specifications, and this product line alone could consume over 20% of global NAND production. The industry has not yet fully accounted for this enormous enterprise-level demand, and once it erupts, it will further squeeze the survival space of the consumer market.

Pua emphasized that due to the enormous demand for DRAM from AI, many consumer segments will be disrupted or even completely destroyed, and the industry is entering a deep adjustment period filled with uncertainty.

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