A severe shortage of NAND and DRAM memory chips is threatening the electronics sector. Khein-Seng Pua, CEO of Phison, warns that the massive demand for AI and data centers is cannibalizing the supply needed for consumer goods.
Key Impacts:
- Production Cuts: Manufacturers of smartphones, PCs, and TVs are facing potential production halts due to a lack of components.
- Price Surges: Low-capacity components are seeing unprecedented price hikes. For instance, 8GB eMMC modules used in vehicles and consumer electronics recently jumped 1,200% in cost.
- Financial Risk: Phison predicts that if high costs and low supply persist, some electronics companies may face bankruptcy.
As AI infrastructure continues to prioritize high-end memory, the traditional consumer electronics market must brace for significant volatility and rising hardware prices.
