Phison Warns NAND Imbalance Will Keep Prices and Supply Tight in 2026

DigiTimes reports that Phison Electronics posted record revenue and profit for the first quarter of 2026. CEO Khein-Seng Pua warned that the global NAND market is severely imbalanced, which he expects to push average selling prices higher and sustain tight supply into the second half of the year. The company is also shifting toward AI storage infrastructure and edge AI computing under its Phison 3.0 strategy. For RamTrend, this is a direct NAND pricing and supply signal from a major storage-controller and storage-platform company.