Hardware

4054 readers

15 users here now

All things related to technology hardware, with a focus on computing hardware.

Rules (Click to Expand):

Follow the Lemmy.world Rules - https://mastodon.world/about
Be kind. No bullying, harassment, racism, sexism etc. against other users.
No Spam, illegal content, or NSFW content.
Please stay on topic, adjacent topics (e.g. software) are fine if they are strongly relevant to technology hardware. Another example would be business news for hardware-focused companies.
Please try and post original sources when possible (as opposed to summaries).
If posting an archived version of the article, please include a URL link to the original article in the body of the post.

Some other hardware communities across Lemmy:

Augmented Reality - !augmented_reality@lemmy.world
Gaming Laptops - !gaminglaptops@lemmy.world
Laptops - !laptops@lemmy.world
Linux Hardware - !linuxhardware@programming.dev
Mechanical Keyboards - !mechanical_keyboards@programming.dev
Microcontrollers - !microcontrollers@lemux.minnix.dev
Monitors - !monitors@piefed.social
Raspberry Pi - !raspberry_pi@programming.dev
Retro Computing - !retrocomputing@lemmy.sdf.org
Single Board Computers - !sbcs@lemux.minnix.dev
Virtual Reality - !virtualreality@lemmy.world

Icon by "icon lauk" under CC BY 3.0

founded 2 years ago

MODERATORS

Alphane_Moon@lemmy.world

Phison CEO claims NAND shortage could last a staggering 10 years — says memory 'supercycle' imminent and 'severe' 2026 shortages are at hand (www.tomshardware.com)

submitted 1 day ago by MHLoppy@fedia.io to c/hardware@lemmy.world

2 comments fedilink hide all child comments

In an interview with Taiwanese CommonWealth Magazine's tech column, Pua reaffirms and increases the expectations of market analysts who claim that a "supercycle" is imminent for the memory world. "NAND will face severe shortages next year. I think supply will be tight for the next ten years," says Pua.

"In the past, every time flash makers invested more, prices collapsed, and they never recouped their investments. So companies slowed spending starting around 2019–2020. Then in 2023, Micron and SK Hynix redirected huge CapEx into HBM because the margins were so attractive, leaving even less investment for flash." [...]

you are viewing a single comment's thread
view the rest of the comments

[–] tal@olio.cafe 4 points 1 day ago

NAND flash shortages forecasted to arrive in 2026 will linger for the next ten years

I am not familiar with the industry, but I doubt it. It shouldn't take ten years to build out manufacturing capacity, so given an efficient market and a predictable shortfall, production should expand by then.