According to memory controller supplier Phison the price of NAND jumped 50% overnight, reports Digitimes.

Demand from hyperscalers and CSPs have caused the crisis.

It’s not all bad news – Phison’s inventory rose from NAND price leaps 50% overnightNT$35.6 billion to NT$50 billion between the end of 2025 and the last day of February 2026, supported by a loan of US $400-500 million.

Nonetheless, Phison CEO Khein-seng Pua says: “Our current concern is that both money and inventory are insufficient.”

To which he might add the risk of the NAND price collapsing leaving the company over-exposed.

By: DocMemory
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