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Phison says NAND shortage has no end in sight as orders are booked into 2Q27

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digitimes.com 2026-06-25

Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.

SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply

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tomshardware.com 2026-06-16 Anton Shilov

Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.

SSD controller PCIe 6.0 NAND shortage AI data centers Storage market Semiconductor supply chain Consumer SSD Enterprise storage

Silicon Motion increases sales of SSD controllers amid NAND shortage, but expects NAND shortages to get worse in 2027

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tomshardware.com 2026-06-04 Anton Shilov

Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.

SSD controller NAND shortage Silicon Motion Storage devices Data center Consumer storage PCIe 5.0 Enterprise SSD

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