Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chain

Phison, a prominent SSD controller maker, is now requiring customers to pre-pay or shorten payment timelines due to the NAND flash shortage impacting the entire SSD supply chain. The company has been facing adjusted payment requirements from its key suppliers and is passing on the financial strain to its clients. This move comes amidst a significant increase in NAND flash pricing, estimated to be 3-4 times higher than in Q2 2025, with no signs of stabilization in the near future. Other major players in the industry, like SanDisk and Samsung, are also reportedly demanding pre-payment for NAND contracts, reflecting the challenging market conditions. The specific details of which clients will be asked for pre-payment remain unspecified, indicating Phison will assess terms on a case-by-case basis.