{"id":1499856,"date":"2026-02-16T19:53:35","date_gmt":"2026-02-16T19:53:35","guid":{"rendered":"http:\/\/ymzctNrg2aAbhhMF8HFvJn"},"modified":"2026-02-16T19:53:35","modified_gmt":"2026-02-16T19:53:35","slug":"many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says","status":"publish","type":"post","link":"https:\/\/arcader.org\/news\/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says\/","title":{"rendered":"Many consumer electronics manufacturers &#8216;will go bankrupt or exit product lines&#8217; by the end of 2026 due to the AI memory crisis, Phison CEO reportedly says"},"content":{"rendered":"<article>\n<div class=\"youtube-video\" data-nosnippet >\n<div class=\"video-aspect-box\"><iframe data-lazy-priority=\"high\" data-lazy-src=\"https:\/\/www.youtube-nocookie.com\/embed\/X2L8iLVaV_I\" allowfullscreen><\/iframe><\/div>\n<\/div>\n<p>Is it just me, or does it feel like everything is just about to spiral out of control with this AI-memory-boom-chatbot-slop-crisis thing? We already know that <a data-analytics-id=\"inline-link\" href=\"https:\/\/www.pcgamer.com\/hardware\/memory\/ram-and-storage-is-ridiculously-expensive-right-now-because-of-drumroll-ai-of-course-and-theres-little-reason-to-think-prices-will-drop-any-time-soon\/\" target=\"_blank\">memory prices have gone bananas<\/a> and that the crisis is complicating the production of all kinds of computing-adjacent devices. Now the CEO of memory specialist Phison is reported to be claiming that the situation is going to drive some makers of consumer electronics to the wall. Many will go bust by the end of 2026.<\/p>\n<p><a data-analytics-id=\"inline-link\" href=\"https:\/\/x.com\/QQ_Timmy\/status\/2022474577742639136\" target=\"_blank\">In an X post, user \u99ffHaYaO has pr\u00e9cised an interview with Phison CEO Pua Khein-Seng<\/a>. You can catch the <a data-analytics-id=\"inline-link\" href=\"https:\/\/www.youtube.com\/watch?v=X2L8iLVaV_I\" target=\"_blank\">entire interview on YouTube<\/a>. However, the discussion is in Chinese and there are no English subtitles available.<\/p>\n<div class=\"see-more see-more--clipped\">\n<blockquote class=\"twitter-tweet hawk-ignore\" data-lang=\"en\">\n<p lang=\"en\" dir=\"ltr\">\u300a\u7368\u5bb6\u5c08\u8a2a #\u7fa4\u806f #Phison \u57f7\u884c\u9577\u6f58\u5065\u6210\u300b\u6838\u5fc3\u7d50\u8ad61. \u8a18\u61b6\u9ad4\u4f9b\u9700\u56b4\u91cd\u5931\u8861\u5c07\u6301\u7e8c\u52302030\u5e74AI\u70ba\u525b\u9700\uff0cDRAM\u8207NAND Flash\u6975\u5ea6\u7f3a\u8ca8\u3002\u539f\u5ee0\u8981\u6c42\u9810\u4ed83\u5e74\u8ca8\u6b3e\uff08\u96fb\u5b50\u696d\u53f2\u7121\u524d\u4f8b\uff09\uff0c\u8ce3\u65b9\u5e02\u5834\u7a7a\u524d\u5f37\u52e2\u3002\u539f\u5ee0\u5167\u90e8\u9810\u4f30\u7f3a\u52302030\u5e74\uff0c\u751a\u81f310\u5e74\u4e0d\u898b\u76e1\u982d\u30022. \u6d88\u8cbb\u96fb\u5b50\u5c07\u5927\u91cf\u6b7b\u4ea1\u2026 https:\/\/t.co\/FvVnb8tT2I<a href=\"https:\/\/twitter.com\/cantworkitout\/status\/2022474577742639136\">February 14, 2026<\/a><\/p>\n<\/blockquote>\n<div class=\"see-more__filter\"><\/div>\n<\/div>\n<p>To that extent, we cannot confirm Khein-Seng words verbatim. However the salient translated summary of what he said according to \u99ffHaYaO goes like this:<\/p>\n<p>&#8220;Consumer electronics will see a large number of failures. From the end of this year to 2026, many system vendors will go bankrupt or exit product lines due to a lack of memory. Mobile phone production will be reduced by 200-250 million units, and PC and TV production will be significantly reduced.&#8221; Yikes.<\/p>\n<p>Pua Khein-Seng is also said to have pointed out the implications of Nvidia&#8217;s next-gen Rubin AI GPUs coming online. &#8220;If NVIDIA&#8217;s Vera Rubin ships tens of millions of units, each requiring over 20TB of SSD, it will consume approximately 20% of last year&#8217;s global NAND production capacity (excluding subsequent data storage),&#8221; is how \u99ffHaYaO summarises Pua Khein-Seng&#8217;s comments.<\/p>\n<figure class=\"van-image-figure inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:1920px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:56.20%;\"><img loading=\"lazy\" decoding=\"async\" id=\"b6eLaaVWBjgus7NJqF32zW\" name=\"blackwell-b100-004.jpg\" alt=\"Images of Nvidia's Blackwell GPU from GTC.\" src=\"https:\/\/arcader.org\/wp-content\/uploads\/2026\/02\/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says.jpg\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"1920\" height=\"1079\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"caption-text\">Nvidia&#8217;s AI chips have a lot to answer for&#8230; <\/span><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: Nvidia)<\/span><\/figcaption><\/figure>\n<p>Pua Khein-Seng is further said to have highlighted that memory manufacturers are now &#8220;demanding three years&#8217; worth of prepayment (unprecedented in the electronics industry)&#8221; and that those same manufacturers &#8220;internally estimate the shortage will last until 2030, or even for another 10 years.&#8221;<\/p>\n<p>\u99ffHaYaO concludes with some analysis of Pua Khein-Seng&#8217;s comments, observing, <a data-analytics-id=\"inline-link\" href=\"https:\/\/www.pcgamer.com\/hardware\/memory\/the-three-big-players-in-computer-memory-are-all-building-new-factories-but-it-probably-wont-help-dram-prices-until-2028-if-then\/\" target=\"_blank\">as we also have, that the outlook for memory production capacity is grim<\/a>.<\/p>\n<p>&#8220;Samsung, Micron, SK Hynix, Kioxia, Yangtze Memory and other companies have invested, but it takes at least 2 years from announcement to production, and the equipment is in high demand. China&#8217;s contribution is limited: the new capacity will only account for 3-5% of the global total in the initial stage, which is not enough to fill the 10-20% gap; China&#8217;s domestic demand is huge, so there will be no outflow of cheap goods.&#8221;<\/p>\n<figure class=\"van-image-figure inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:1920px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:56.25%;\"><img loading=\"lazy\" decoding=\"async\" id=\"WjZrVuAD5PzQc8q9V3fmZV\" name=\"samsung-12nm-Class-DDR5-DRAM_dl3-1\" alt=\"A promotional image for Samsung's 12 nm-class DDR5-DRAM production, showing multiple DRAM modules on a UDIMM circuit board.\" src=\"https:\/\/arcader.org\/wp-content\/uploads\/2026\/02\/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says-1.jpg\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"1920\" height=\"1080\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: Samsung)<\/span><\/figcaption><\/figure>\n<p>\u99ffHaYaO also implies that one of the possible upsides to all this is sustainability. &#8220;Product lifespan is extended, and products are repaired instead of being discarded when they break,&#8221; the X user says.<\/p>\n<p>The slight problem with that idea is that, if anything, production of electronics is increasing. It&#8217;s just that the ratio of output is shifting away from consumer devices like phones or PCs towards commercial devices like servers and AI GPUs. It would take some serious sophistry to explain how reducing the number of phones or laptops being made and replacing them with 1,400 W Nvidia B300 GPUs was an obvious environmental play, that&#8217;s for sure.<\/p>\n<\/article>\n<p><a href=\"https:\/\/www.pcgamer.com\/hardware\/memory\/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says\/\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Is it just me, or does it feel like everything is just about to spiral out of control with this AI-memory-boom-chatbot-slop-crisis thing? We already know that memory prices have gone bananas and that the crisis is complicating the production of all kinds of computing-adjacent devices. Now the CEO of memory specialist Phison is reported to be claiming that the situation is going to drive some makers of consumer electronics to the wall. Many will go bust by the end of 2026. In an X post, user \u99ffHaYaO has pr\u00e9cised an interview with Phison CEO Pua Khein-Seng. You can catch the entire interview on YouTube. However, the discussion is in Chinese and there are no English subtitles available. \u300a\u7368\u5bb6\u5c08\u8a2a #\u7fa4\u806f #Phison \u57f7\u884c\u9577\u6f58\u5065\u6210\u300b\u6838\u5fc3\u7d50\u8ad61. \u8a18\u61b6\u9ad4\u4f9b\u9700\u56b4\u91cd\u5931\u8861\u5c07\u6301\u7e8c\u52302030\u5e74AI\u70ba\u525b\u9700\uff0cDRAM\u8207NAND Flash\u6975\u5ea6\u7f3a\u8ca8\u3002\u539f\u5ee0\u8981\u6c42\u9810\u4ed83\u5e74\u8ca8\u6b3e\uff08\u96fb\u5b50\u696d\u53f2\u7121\u524d\u4f8b\uff09\uff0c\u8ce3\u65b9\u5e02\u5834\u7a7a\u524d\u5f37\u52e2\u3002\u539f\u5ee0\u5167\u90e8\u9810\u4f30\u7f3a\u52302030\u5e74\uff0c\u751a\u81f310\u5e74\u4e0d\u898b\u76e1\u982d\u30022. \u6d88\u8cbb\u96fb\u5b50\u5c07\u5927\u91cf\u6b7b\u4ea1\u2026 https:\/\/t.co\/FvVnb8tT2IFebruary&hellip;<\/p>\n<p class=\"excerpt-more\"><a class=\"blog-excerpt button\" href=\"https:\/\/arcader.org\/news\/many-consumer-electronics-manufacturers-will-go-bankrupt-or-exit-product-lines-by-the-end-of-2026-due-to-the-ai-memory-crisis-phison-ceo-reportedly-says\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":1499857,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[336],"tags":[66,1636],"class_list":["post-1499856","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pc-gamer","tag-hardware","tag-memory"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Many consumer electronics manufacturers &#039;will go bankrupt or exit product lines&#039; by the end of 2026 due to the AI memory crisis, Phison CEO reportedly says | Arcader News<\/title>\n<meta name=\"description\" content=\"Is it just me, or does it feel like everything is just about to spiral out of control with this AI-memory-boom-chatbot-slop-crisis thing? 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