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Message: [QUOTE="Queen, post: 87662, member: 27"] NAND flash prices surging close to 500% in six months are forcing Phison to demand prepayments or faster settlements from its customers. Why Phison is changing payment terms [LIST] [*]Phison Electronics sent customers a letter requesting prepayment or shortened payment windows. [*]AI-driven infrastructure demand is blamed for the massive NAND cost spike. [*]Securing memory supply upfront shifts financing risk away from the supplier. [*]Standard settlement cycles leave vendors exposed when input costs swing wildly. [/LIST] Phison's role in the SSD food chain [LIST] [*]Phison primarily makes SSD controllers, not NAND flash itself. [*]Its latest E28 controller rolls off TSMC's 6 nm process node. [*]Controller fab capacity probably isn't the bottleneck here. [*]Bundled services like firmware, validation, and NAND sourcing jack up working-capital needs. [/LIST] What prepayment actually looks like [LIST] [*]Customers send funds ahead of time as credit balances on their accounts. [*]Those credits get drawn down against controllers, SSDs, or related storage gear. [*]Demand commitments become way more concrete under this model. [/LIST] Broader market ripple effects [LIST] [*]Financial terms are quietly becoming part of the supply-allocation story. [*]Brands relying on third-party controllers and external NAND face the biggest squeeze. [*]Vertically integrated memory producers hold a clear advantage in volatile pricing cycles. [*]SSD pricing and availability could take a real hit if these conditions persist. [/LIST] [/QUOTE]

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