NAND Memory Prices Soar 50% Overnight, Phison Warns of Persistent Shortages Amid AI Boom
Phison Electronics CEO Khein-seng Pua has announced a dramatic increase in NAND memory prices, which surged by approximately 50% in a single night. He cautions that the memory market remains exceptionally tight and is expected to see further price escalations.
The primary catalyst for this sharp rise is the overwhelming demand from the artificial intelligence sector. Companies developing large-scale AI infrastructures and cloud service providers are aggressively procuring storage solutions, intensifying pressure on global supply chains. As a result, enterprise SSDs have already contributed a substantial 30% of Phison's revenue in the first quarter of 2026.
Despite experiencing significant demand and increased earnings, the memory controller manufacturer continues to grapple with supply chain challenges. Phison has established long-term agreements with two DRAM and six NAND suppliers, and is actively negotiating pre-payment terms to secure priority access to critical components, anticipating potential further deterioration of the supply deficit.
This market situation has led to a considerable expansion of the company's inventory. Phison's stock increased from 35.6 billion to 50 billion New Taiwan Dollars between the end of 2025 and the close of February 2026. However, Pua underscored that even with this substantial growth, the company's resources are still insufficient.
“Our current challenge is that we still don't have enough money or enough inventory.”
Fresh materials — Gaming News
UK Government Launches £30 Million Funding for Game Development Sector
The British government has initiated the newest stage of its dedicated Games Growth Package. A significant sum of £28.5 million has been earmarked and will be distributed via the UK Games Fund. The primary objective of this allocation is to provide crucial support for developers in their nasce
ESA's iicon Conference Expands Speaker Lineup, Featuring EA Sports CEO Andrew Wilson and Industry Leaders
The Entertainment Software Association (ESA), a US trade organization, has announced a significant addition to the speaker roster for its new conference, iicon. EA Sports CEO Andrew Wilson will be a featured speaker, joining an impressive assembly of executive talent. Other notable participant
Sara Veal's Framework for a More Sustainable and Supportive Games Industry
Games London recently announced the selected participants for its annual Ensemble initiative. This marks the eighth year of the program, which focuses on highlighting the accomplishments and individual paths of underrepresented creatives within the UK's games sector. English Translation:
UK Games Market Reaches £8.7 Billion in 2025
The United Kingdom's video game industry experienced significant expansion, achieving a market value of £8.7 billion in 2025. This figure is based on the annual consumer games market valuation conducted by UKIE. English Translation: The United Kingdom's video game industry experienced
Neople Reorganizes Development Teams for The First Berserker: Khazan
Nexon's subsidiary, Neople, has undergone a restructuring of its development teams. This strategic move coincides with the highly anticipated game, The First Berserker: Khazan, entering its concluding development stages. The company has emphasized that this reorganization did not involve any em
Gunzilla Games, Developer of Off the Grid and Owner of Game Informer, Accused of Failing to Pay Staff Salaries
Former and current employees of Gunzilla Games, the studio behind the blockchain game Off The Grid and owner of the US gaming publication Game Informer, claim they have not received salaries for several months.