Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%

The慧荣科技CEO's forecast of sustained NAND supply tightness reveals structural imbalances in the global storage ecosystem. With AI and data center demand surging, coupled with delayed capacity expansion, upstream wafer fabrication and packaging sectors are under significant strain. The dominance of Taiwan/ China and South Korean manufacturers in NAND production is being challenged by concentrated downstream demand. This will accelerate upstream technology advancement, especially in low-power, high-density solutions. From a compliance standpoint, the U.S.-China tech decoupling intensifies supply chain reconfiguration, forcing companies to reassess partnerships with mainland suppliers and adopt diversified strategies. Competitors may pursue M&A or licensing deals to capture market share, particularly in AI storage solutions. Over the next 12-24 months, NAND pricing is likely to remain elevated, pressuring chip margins, but high-end controller markets may experience explosive growth, creating new profit engines.