Phison CEO says memory shortage could last 10 years — thanks, ‘AI’
The article discusses the potential for a prolonged memory shortage, as predicted by Phison CEO Pua Khein-Seng. Pua believes that the shortage could last up to 10 years, driven by the growing demand for data centers and "AI" products. The transition from traditional hard drives to solid-state drives in data centers is expected to further exacerbate the issue. As a result, the prices of flash-based memory and storage, as well as consumer electronics, are likely to rise. While Pua's perspective may be influenced by his position as the CEO of a major memory controller supplier, the article notes that other analysts have also predicted higher prices in the short term. The article concludes by suggesting that the bursting of the "AI" bubble could potentially alleviate the memory shortage, but that may create larger economic problems for consumers.
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