Memory Exec admits that the RAM crisis can kill products and even entire companies


Phison is one of the leading manufacturers of control chips for SSDs and other flash memory devices — and now CEO Pua Khein-Seng is a leading voice for how bad it is Lack of RAM You may get.

Companies may need to reduce their production lines in the second half of 2026, and some companies will even die if they cannot obtain the components they need, he agreed. Televised interview With Ningguan Chen from Taiwanese broadcaster Next TV.

While the entire interview is in Chinese, friends Edge I came forward to confirm parts of Machine translated summary This has been making headlines. They also note, which is important, that Interviewer Questioning whether it is possible to close companies or stop production lines. Khein-Seng pretty much just agreed and explained that it would happen if these companies couldn’t secure enough RAM.

He also adds that he expects people to start repairing products more often when they break, rather than throwing them in the trash, over the next couple of years.

It is indeed possible that some companies wont Be able to secure enough RAM. Artificial intelligence data centers are gaining attention The vast majority of the world’s memory supply is part of global construction, creating an unprecedented supply-and-demand imbalance that has seen RAM prices triple, quadruple, or even six-fold over the past few months. Even Nvidia might do it Skip charging GPU gaming For the first time in 30 years. Even Apple may have a problem Secure enough RAM now, not to mention memory sticks for SSDs and more Vital components.

Random access memory (RAM) shortages could impact everything computing touches over the next few years. Only three companies control 93 percent of the entire DRAM marketWhile those three companies are building more facilities, they don’t want to build too quickly. The three decided to prioritize profits rather than risk overproduction that might lose them money later.

Tomorrow, February 19, I will have a report on that Edge About how “RAMageddon” will affect you, even if you’ve never thought about buying a memory stick yourself.

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