The wording on Phison's letter isn't specific about which type of clients will asked for pre-payment and which will face shorter payment windows, suggesting Phison will evaluate terms on a case-by-case basis. It's not hard to imagine that the company will prioritize allocations and perhaps extend more generous terms to larger customers, seeing as the letter mentions the usual "rapid changes from AI infrastructure".
Bruno Ferreira is a contributing writer for Tom's Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He's obsessed with detail and has a tendency to ramble on the topics he loves. When not doing that, he's usually playing games, or at live music shows and festivals. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-18/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Bruno Ferreira Contributor Bruno Ferreira is a contributing writer for Tom's Hardware. He has decades of experience with PC hardware and assorted sundries, alongside a career as a developer. He's obsessed with detail and has a tendency to ramble on the topics he loves. When not doing that, he's usually playing games, or at live music shows and festivals.
WrongRookie So I guess we should avoid buying SSDs that are having a Phison controller. Reply
VizzieTheViz WrongRookie said: So I guess we should avoid buying SSDs that are having a Phison controller. Wait what? How did you get that from this article? Every company that’s doing anything with memory, RAM or SSD, will have to make some hard choices these days. I don’t see why you specifically shouldn’t buy Phison drives anymore. If you want to make a statement by not buying something it should be: don’t use AI services. Reply
WrongRookie VizzieTheViz said: Wait what? How did you get that from this article? Every company that’s doing anything with memory, RAM or SSD, will have to make some hard choices these days. I don’t see why you specifically shouldn’t buy Phison drives anymore. If you want to make a statement by not buying something it should be: don’t use AI services. Thing is every product you buy is bound to have AI services so even if you don't use them you bought a product that is built with them. Besides the core idea of prices is supply and demand. If people don't buy SSDs with Phison controllers then sales for Phison go down and they would have to drop prices. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ssds/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ssds/phison-is-now-demanding-customers-pre-pay-with-shorter-timelines-nand-squeeze-affecting-everyone-in-the-ssd-supply-chain#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.