Phison reports record first-quarter results and warns of NAND market imbalance
Updated
Updated · DIGITIMES · May 11
Phison reports record first-quarter results and warns of NAND market imbalance
11 articles · Updated · DIGITIMES · May 11
The Taiwanese memory controller maker said severe global NAND supply-demand distortion would lift average selling prices and keep supply tight.
The warning accompanied record Q1 2026 revenue and profit, signalling stronger pricing power but potential pressure on customers reliant on NAND flash availability.
Phison's outlook points to continued strain in the memory market, with elevated prices and constrained supply likely shaping industry conditions beyond the quarter.
With AI giants hoarding memory supply, are consumers about to be priced out of essential technology?
As the AI revolution hinges on a few Asian suppliers, how close are we to a major global tech disruption?