Phison CEO Sees NAND Shortage Extending Into 2027

Phison is signaling that the NAND cycle may remain tight well beyond the current year. DigiTimes reports that CEO Pua Khein-Seng expects AI agents to drive massive NAND Flash demand, keeping supply constrained for many years and creating an opportunity for Phison to expand as a higher-growth business. The key market point is the 2027 outlook. Pua reportedly said capacity constraints next year will be even more severe than in 2026, leaving room for additional price gains, though with a slower rate of increase. For RamTrend, that is a direct bullish signal for NAND and SSD component costs. This is supplier commentary rather than a complete market forecast, but it aligns with the broader theme of AI workloads increasing storage and local data needs. If the shortage persists into 2027, SSD makers and device OEMs may face continued cost pressure.