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The original was posted on /r/pcmasterrace by /u/lkl34 on 2026-02-16 22:14:50+00:00.

"Consumer electronics will see a large number of failures. From the end of this year to 2026, many system vendors will go bankrupt or exit product lines due to a lack of memory. Mobile phone production will be reduced by 200-250 million units, and PC and TV production will be significantly reduced." Yikes.

Pua Khein-Seng is also said to have pointed out the implications of Nvidia's next-gen Rubin AI GPUs coming online. "If NVIDIA's Vera Rubin ships tens of millions of units, each requiring over 20TB of SSD, it will consume approximately 20% of last year's global NAND production capacity (excluding subsequent data storage)," is how 駿HaYaO summarises Pua Khein-Seng's comments.