Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%

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Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%

Phison CEO K.S. Pua expects NAND Flash supply to remain tight into 2027 despite capacity expansion across major memory makers, arguing that forecasts of a rapid return to oversupply are "too naive."

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