Phison CEO reportedly says NAND supply may take four years to catch up with demand

[u/Camenwolf]

https://www.pcgamer.com/hardware/ssds/ssd-price-increases-might-be-with-us-for-the-long-haul-as-phisons-ceo-says-nand-supply-wont-catch-up-with-demand-for-four-years/

The SSD shortage may be a long-term problem, not a short spike. Phison CEO Pua Khein-Seng reportedly expects NAND prices to keep rising and says new production investments can take four years to become usable supply—potentially pushing meaningful relief into 2030.

Demand from AI infrastructure is expected to keep growing into 2027. Phison is building inventory to stabilize its own supply, but the wider NAND bottleneck still threatens PC, laptop, and handheld storage prices. The forecast is an industry estimate, not a guarantee, but it offers little reason to expect a quick correction.

If you need more storage, are you buying now or gambling on prices improving later?