Phison’s model, with NAND market supply, has now shifted to securing capital upfront from customers as the company navigates a seller’s market. NAND Prices Have Climbed a Whopping 500% In Last Year Alone, Driven By AI-Demand The NAND industry is also experiencing a significant imbalance in supply lines, as the role of storage in AI inference has increased dramatically over the past few months. We have already seen NAND spot prices climb significantly over the past few quarters, and for suppliers like Phison, the situation has started to bite into their profit margins. According to a DigiTimes report, Phison is […]
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