The AI memory crisis is not kind to anyone.

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Phison CEO predicts widespread electronics manufacturer bankruptcies by end of 2026 due to AI-driven memory shortage. Memory manufacturers now demand three years prepayment, and NVIDIA's upcoming Vera Rubin GPUs could consume 20% of global NAND production. Mobile phone production may drop by 200-250 million units, with significant reductions in PC and TV manufacturing. New memory production capacity won't come online fast enough to close the 10-20% supply gap.

Report: Phison CEO Says Electronics Manufacturers Will "Go Bankrupt"