*Phison warns of BT substrate shortages, partial supply constraints expected from August 2025*
Full article from X <x.com/Jukanlosreve/status/1950072338437067125>
As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO Khein-Seng Pua stated that partial shortages may occur as early as mid to late August 2025. Additionally, upstream memory manufacturers are shifting production lines toward higher-margin DRAM products, resulting in NAND flash output falling short of expectations.
Source: DigiTimes
Submitted July 29, 2025 at 04:06PM by NewMaxx via reddit ift.tt/a60u5NS
Full article from X <x.com/Jukanlosreve/status/1950072338437067125>
As raw materials for IC substrates face shortages, the supply of BT substrates continues to tighten. This has led to material shortages in flash and SSD packaging ICs. Phison CEO Khein-Seng Pua stated that partial shortages may occur as early as mid to late August 2025. Additionally, upstream memory manufacturers are shifting production lines toward higher-margin DRAM products, resulting in NAND flash output falling short of expectations.
Source: DigiTimes
Submitted July 29, 2025 at 04:06PM by NewMaxx via reddit ift.tt/a60u5NS