Phison CEO Pua Khein-Seng, whose company is one of the leading makers of controller chips for SSDs and other flash memory devices, admitted in a televised interview that the ongoing global RAM shortage could force companies to cut back their product lines in the second half of 2026 -- and that some may not survive at all if they cannot secure enough memory. The interview, conducted in Chinese by Ningguan Chen of Taiwanese broadcaster Next TV, drew an important distinction: it was the interviewer who raised the possibility of shutdowns and product discontinuations, and Khein-Seng largely agreed rather than volunteering the prediction himself. The shortage stems from AI data centers consuming the vast majority of the world's memory supply, a buildout that has sent RAM prices up by three to six times over the past several months. Only three companies control 93% of the global DRAM market, and all three have chosen to prioritize profits over rapid capacity expansion. Even Nvidia may skip shipping a gaming GPU for the first time in 30 years, and Apple could struggle to secure enough chips. Khein-Seng also expects consumers will increasingly repair broken products rather than replace them. Read more of this story at Slashdot.

Phison is one of the leading makers of controller chips for SSDs and other flash memory devices — and CEO Pua Khein-Seng has just become a leading voice for just how bad the RAM shortage might get. Companies may need to cut back their product lines in the second half of 2026, and some companies will even die if they can’t get the components they need, he agreed, in a televised interview with Ningguan Chen of Taiwanese broadcaster Next TV. While the interview’s entirely in Chinese, friends of The Verge…

Phison is one of the leading manufacturers of controller chips for SSDs and other flash memory devices – and CEO Pua Khin-seng has now become a leading voice for how serious the RAM shortage can be. Companies may need to cut their product lines in the second half of 2026, and some companies will even die if they can't get needed components, he agreed in a televised interview with Ningguan Chen of Taiwanese broadcaster Next TV. While the interview is entirely in Chinese, friends The Verge Proceeded to confirm the parts of the machine-translated summary that are making headlines.