Phison CEO Pan Jiancheng said the expanding global AI user base and rising usage frequency will materially boost demand for DRAM and NAND flash, with larger AI models requiring significantly more capacity. Heavy enterprise GPU purchases generate data that further propels storage demand. He warned that while major suppliers are adding capacity, new output is falling short of demand growth, leaving supply tightness unlikely to ease in the near term and predicting storage shortages will be worse in

Phison CEO Pan Jiancheng said the expanding global AI user base and rising usage frequency will materially boost demand for DRAM and NAND flash, with larger AI models requiring significantly more capacity. Heavy enterprise GPU purchases generate data that further propels storage demand. He warned that while major suppliers are adding capacity, new output is falling short of demand growth, leaving supply tightness unlikely to ease in the near term and predicting storage shortages will be worse in 2027 than this year.