AI boom sparks once-in-a-lifetime storage super cycle
AI storage supercycle: Phison CEO reveals NAND flash shortages, 3 year prepayments, and 200 EB demand from NVIDIA Rubin alone.
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In a recent in-depth interview, KS Pua (Pan Chien-cheng), CEO of Phison Electronics—the global leader in storage controller chips—made a shocking statement that stunned the market: With the explosion of the AI wave, the storage industry is entering a “once-in-a-lifetime” super cycle, the intensity of which makes even TSMC’s conventional business model seem “mild” by comparison.
Behind the skyrocketing stock prices of NVIDIA ( NVDA 0.00%↑) and TSMC(TSM 0.00%↑ ), a “resource scramble” sweeping the global electronics supply chain is quietly escalating. This time, the eye of the storm is not just compute power, but storage.
As the leading company in the NAND flash controller chip sector, Phison sits at the heart of the industry chain. In the interview, Pua stated bluntly that the current market is not simply experiencing shortages—it is a life-or-death contest spanning from the cloud to the edge.
