Phison chief expects AI-driven memory constraints to persist

Phison Electronics CEO Pua Khein-Seng expects the current memory supply-demand imbalance to be a prolonged one, according to DigiTimes. He attributes the pressure to demand from AI infrastructure and says the industry could need several years to close the gap. This is an executive's outlook rather than a quantified forecast: the supplied report summary does not give a shortage estimate by product, a price projection or a timetable for capacity additions.