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Deep & Emerging Tech·September 2, 2026·1 min read

Phison Electronics Sees Worst NAND Shortage in 2027

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If NAND hits a worst-in-cycle shortage in 2027, storage—not just GPUs—becomes a hard constraint on AI infra buildout. Infra and product teams should stress test architectures for higher $/GB, longer lead times, and more aggressive tiering between hot and cold data.