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

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 | PC Gamer Skip to main content Open menu Close main menu PC Gamer THE GLOBAL AUTHORITY ON PC GAMES US Edition UK US Canada Australia Subscribe Sign in View Profile Sign out Search Search PC Gamer Games Hardware News Reviews Guides Video Forum More PC Gaming Show PC Gamer Clips Software Codes Coupons Movies & TV Magazine Newsletter Affiliate links Meet the team Community guidelines About PC Gamer PC Gamer Magazine SubscriptionWhy subscribe?Subscribe to the world’s #1 PC gaming magTry a single issue or save on a subscriptionIssues delivered straight to your door or device From$1Subscribe now Don’t miss these Memory The three big players in computer memory are all building new factories but it probably won’t help DRAM prices until 2028, if then Handheld Gaming PCs All models of Steam Deck are sold out in the US and fingers are inevitably already pointing at the memory crisis Processors Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market Hardware Corsair has managed to ‘successfully navigate a constrained global semiconductor market to secure supply’ for memory, as its PC gaming hardware profits jump 60% in a year Memory Explainer: The RAMpocalypse is making memory, SSDs, and even GPUs much more expensive, and it’s all down to AI Graphics Cards Nvidia reportedly won’t release any new RTX graphics cards this year, and the RTX 60-series is said to be pushed back, too Storage Old school hard drives are getting more reliable according to a new survey but good luck buying one later this year thanks to AI demand SSDs Unfortunately, all of that doomsaying last year was correct and SSD prices are surging as a result of the memory crisis Graphics Cards Intel’s Arc B770 gaming graphics card claimed to be dead and the reason is inevitably AI Hardware Bloomberg claims ‘rampant AI demand for memory’ is forcing Sony to consider pushing back the launch of its next-gen PlayStation as far back as 2029 Memory New report claims Samsung, SK Hynix and Sandisk are all planning to double the price of NAND memory chips this year Memory AMD has added the potential effects of the RAMpocalypse into its risk statements: ‘There is currently an industry-wide memory shortage as the demand for such components has outpaced supply’ Graphics Cards If you’ve been saving up to buy a new 16 GB graphics card, then I have bad news for you: It’s already a bloodbath out there and it’s getting worse every week Memory ReRAM has reentered the chat, with high-profile manufacturing deal positioning it as the ‘successor to flash memory’ Memory Spraying kerosene over the DRAM inferno, US commerce secretary suggests memory chip makers could face 100% tariffs unless they commit to increased US production PopularNEW: PC Gamer Clips!Arc RaidersBest PC gearFalloutGame Quizzes 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 News By Jeremy Laird published 16 February 2026 This mess is going to get a lot worse before it gets better. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter PC Gamer Get the PC Gamer Newsletter Keep up to date with the most important stories and the best deals, as picked by the PC Gamer team. Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners or sponsors By submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over. You are now subscribed Your newsletter sign-up was successful Want to add more newsletters? Every Friday GamesRadar+ Your weekly update on everything you could ever want to know about the games you already love, games we know you’re going to love in the near future, and tales from the communities that surround them. Signup + Every Thursday GTA 6 O’clock Our special GTA 6 newsletter, with breaking news, insider info, and rumor analysis from the award-winning GTA 6 O’clock experts. Signup + Every Friday Knowledge From the creators of Edge: A weekly videogame industry newsletter with analysis from expert writers, guidance from professionals, and insight into what’s on the horizon. Signup + Every Thursday The Setup Hardware nerds unite, sign up to our free tech newsletter for a weekly digest of the hottest new tech, the latest gadgets on the test bench, and much more. Signup + Every Wednesday Switch 2 Spotlight Sign up to our new Switch 2 newsletter, where we bring you the latest talking points on Nintendo’s new console each week, bring you up to date on the news, and recommend what games to play. Signup + Every Saturday The Watchlist Subscribe for a weekly digest of the movie and TV news that matters, direct to your inbox. From first-look trailers, interviews, reviews and explainers, we’ve got you covered. Signup + Once a month SFX Get sneak previews, exclusive competitions and details of special events each month! Signup + An account already exists for this email address, please log in. Subscribe to our newsletter 《獨家專訪#群聯 執行長潘健成!# AI 是剛需!市場需求太大#記憶體 大缺貨! 要預付三年現金!》【年代向錢看】2026.02.13@ChenTalkShow #中國 #台積電 #CSP – YouTube Watch On 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 駿HaYaO has précised 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.《獨家專訪 #群聯 #Phison 執行長潘健成》核心結論1. 記憶體供需嚴重失衡將持續到2030年AI為剛需，DRAM與NAND Flash極度&