Phison CEO Warns NAND Supply Won’t Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030

Phison, a major NAND flash controller manufacturer, predicts a four-year NAND shortage. This supply-demand imbalance will likely keep SSD prices elevated through 2030, impacting storage costs for consumers and businesses alike.
Key takeaways
- NAND flash supply expected to lag behind demand for four years.
- Expect elevated SSD prices to persist until 2030.
- AI data centers face increased storage hardware costs.
- This impacts the affordability of AI infrastructure.
Why it matters
AI workloads, especially those involving large datasets and model training, require significant storage capacity. Persistent NAND shortages mean higher costs for the SSDs that power these operations, potentially slowing AI development and adoption due to increased infrastructure expenses.
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