economy
February 19, 2026
The RAM crunch could kill products and even entire companies, memory exec admits
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TL;DR
- Phison CEO Pua Khein-Seng warns of a potential RAM crisis in 2H 2026.
- Companies may face product line reductions or even closures if they cannot secure necessary components.
- AI data centers are the primary driver of increased RAM demand, causing prices to triple, quadruple, or sextuple.
- The DRAM market is dominated by three companies that are prioritizing profits over expanding production too quickly.
- A shift towards repairing products instead of discarding them is expected in the coming years.
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