Phison CEO Warns Consumer Tech May Face DRAM & NAND Shortages Until 2030

It’s becoming increasingly clear that the memory shortage gripping the tech world isn’t a short-term problem. As artificial intelligence workloads grow, demand for DRAM and NAND flash is hitting unprecedented levels. Companies dependent on these components are starting to feel the strain, and executives are now projecting ripple effects that could reshape the consumer electronics market for years.

DRAM and NAND shortages to hit consumers hard

As reported by Videocardz, Phison CEO K.S. Pua recently shared insights in an interview with industry insider QQ_Timmy, warning that memory supply disruptions could last until 2030, or potentially even longer.

Foundries are reportedly asking for three years of prepaid payments for memory capacity—an unprecedented move in the electronics sector. The CEO also highlighted that enterprise demand is only beginning to be factored in, meaning shortages may intensify further as AI-driven workloads increase.

Pua suggested that the consumer segment could see severe disruption. By mid-2026, low-margin brands and entry-level products may vanish from shelves, creating a temporary market vacuum. The CEO pointed to rising enterprise AI infrastructure, including NVIDIA’s Vera Rubin platform, which could consume over 20% of global NAND production on its own. This surge in demand is expected to outpace supply, leaving consumer electronics vulnerable.

Despite these warnings, Phison anticipates that demand for DRAM and NAND will remain high through the end of the decade. Analysts say the combination of supply bottlenecks and hyperscaler-driven AI growth could trigger a “product winter,” delaying retail launches and forcing some companies to scale back or exit entirely.