Phison CEO Warns AI Memory Shortage Could Worsen in 2027

DigiTimes reports that Phison is repositioning from an IC component supplier toward a system solutions provider while watching memory supply tighten around AI demand. CEO K.S. Pua warned that the shortage risk could intensify in 2027, beyond expected pressure in the second half of 2026. For RamTrend, the item is a direct supply-risk signal from a storage controller and NAND ecosystem participant. It reinforces the view that AI demand is affecting a wider memory supply chain, not only HBM. The compact payload does not specify product categories, customers, or capacity plans, so the impact should be treated as directional rather than a quantified forecast.