Phison Electronics CEO Pan Jiancheng said NAND Flash supply remains tight and shortages are deepening. He expects supply-demand tightness in H2 to far exceed H1 and to worsen next year, warning the shortage will become a long-term, irreversible trend. Phison’s order book currently extends into Q1–Q2 2027.

2026-06-23

Phison Electronics CEO Pan Jiancheng said NAND Flash supply remains tight and shortages are deepening. He expects supply-demand tightness in H2 to far exceed H1 and to worsen next year, warning the shortage will become a long-term, irreversible trend. Phison’s order book currently extends into Q1–Q2 2027.

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