Phison Warns NAND Supply Crunch Extends Into 2027

This is a direct pricing signal for RamTrend's storage coverage. The report says Phison sees continuing pressure in NAND flash as AI-related demand absorbs memory capacity and pushes storage requirements higher. The most important point is duration: orders reportedly stretch into 2Q27, which implies that customers are trying to secure supply well beyond normal short-term procurement windows. For SSDs and other NAND-based products, that kind of booking environment usually supports firmer pricing, tighter allocation, and less room for aggressive channel discounts.