Phison CEO Warns NAND Supply Won’t Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030

Live updates

1. 30d ago

   Phison CEO Forecasts NAND Supply Shortage Through 2030

   Phison's CEO predicts NAND supply will fail to meet demand for four years, which will keep SSD prices elevated through 2030. This shortage coincides with a broader trend of chipflation affecting various electronics and a surge in Washington lobbying driven by an AI-related chip crunch. While HBM supply is tightening according to UBS, the specific long-term price lock for SSDs stems from the projected gap between production and demand for NAND flash memory.

   Why it matters

   NAND flash is the primary storage technology used in solid state drives. Sustained shortages in this sector increase the cost of consumer electronics and enterprise data centers. This follows a pattern of supply chain volatility exacerbated by the rapid growth of artificial intelligence.

   Still unconfirmed

   • NAND supply will not meet demand for four years, keeping SSD prices higher through 2030.
   • UBS reports that HBM supply is tightening further.
   • An AI-driven chip crunch has caused an increase in lobbying efforts in Washington.

   What to watch next

   • Official production capacity updates from major NAND manufacturers
   • U.S. government policy responses to AI chip lobbying
   • Price index shifts for consumer SSDs in 2027
   Sources used for this update (6)

   1. The New York Times — A.I.-Driven Chip Crunch Leads to New Rush of Lobbying in Washington
   2. Wccftech — Phison CEO Warns NAND Supply Won’t Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030
   3. Engadget — Why Are RAM Prices So High Right Now?
   4. Axios — Why "chipflation" is here to stay
   5. The Independent — What is ‘chipflation’ and why is it making all your electronics more expensive?
   6. Moomoo — Wall Street Weekly Insight | UBS Says HBM Tightens Further, Morgan Stanley Eyes $600 for SpaceX
   confidence 70%