The RAM crunch could kill products and even entire companies, memory exec admits
Phison, a leading manufacturer of controller chips for SSDs and other flash memory devices, has raised concerns about an impending RAM shortage. The CEO, Pua Khein-Seng, warns that the shortage could potentially force companies to reduce their product lines in the second half of 2026, which might even lead to the demise of some companies.
The ongoing global semiconductor crisis has now extended to the RAM market, with Phison’s warning adding a sense of urgency. This shortage could have profound implications for the tech industry, as it may constrain product development and availability, potentially leading to increased prices for consumers.
From a technical perspective, the shortage is due to the high demand for memory chips across various sectors, including smartphones, gaming consoles, automotive electronics, and data centers. The lack of supply could lead to inefficiencies in production lines, prolonged delivery times, and increased costs.
The impact on the industry will be wide-ranging. Companies that rely heavily on flash memory for their products may struggle to meet demand, leading to reduced profitability or even bankruptcy. This could ripple through supply chains, affecting companies at every level.
Looking forward, efforts to boost RAM production are underway. However, the complexity and lead time required for semiconductor manufacturing mean that a quick resolution is unlikely. Companies must adapt by diversifying their suppliers, rethinking product designs, and finding alternatives when possible.
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https://www.theverge.com/tech/881062/ram-shortage-kill-products-companies-phison-ceo-interview
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