Phison CEO calls CXMT memory scare a 'ghost story', warns of materials shortage
BenBajarin · x · 2026-10-16
Citing remarks from the Phison CEO, market commentary pushes back on the CXMT memory scare, calling it a "ghost story from the market." His take for next year: "there will be a shortage of everything except orders" — his bigger worry is raw material shortages delaying deliveries, not weak order visibility. Ben Bajarin frames the debate as trench-level operators vs. armchair analysts.
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