Hedgie

Phison's CEO says the NAND flash shortage could shut down entire consumer electronics companies in 2026. He expects smartphone production cuts of 100-250 million units, with PC and TV shipments also dropping. His assessment: "consumer electronics are finished" and the market "will see a lot of victims" in the second half of 2026.

One of the three major NAND foundries is now demanding three years of cash prepayments upfront, something unheard of in the industry. 8GB eMMC modules used in consumer and automotive products rose from $1.50 to $20 last year, a 13x increase. Even at those prices, they're hard to find. Phison's customer fulfillment rate is under 30%.

My Take
Add NAND flash to the list. I've been covering HDDs sold out through 2028, memory prices up 60%, electricians pulled from housing to wire data centers, generators on year-plus backorders. Now a major storage executive is warning that smaller companies might not survive the year because they can't secure supply at any price.

This dynamic keeps repeating and it feels like deja vu. AI infrastructure consumes components faster than production can scale, and enterprise buyers with deep pockets lock up capacity years in advance. Consumer electronics companies compete for scraps.

When a foundry demands three years of cash upfront, they're telling smaller buyers not to bother. If you're in the market for storage, memory, or consumer electronics this year, I'd buy sooner rather than later. Prices are climbing and availability is getting worse, not better. Pua expects things to deteriorate further as AI shifts from training to inference, which requires even more storage. The squeeze isn't easing anytime soon...

Hedgie

https://x.com/HedgieMarkets/status/2024302415814521112?s=20

A Virginia judge has BLOCKED a Democrat-backed constitutional amendment referendum that would allow the Legislature to redraw the state’s congressional map.

https://x.com/scotus_wire/status/2024613581824659925?s=20

Chicago Bears are moving out of Chicago, building a stadium in Indiana

https://x.com/i/status/2024505408698630568

@WeTheMedia

🚨 LMFAO! President Trump issues a pardon to a young girl who's getting DETENTION for attending his speech instead of school

"You are FULLY pardoned! Don't worry — just tell the teacher I said it's FINE!"😂

Best president ever!

NOW - Trump, in response to the Supreme Court blocking his global tariffs: "Today I will sign an order to impose a 10% global tariff under section 122."

@disclosetv

NOW - Trump says refunds over the $175,000,000,000 in tariff revenue will be litigated over for the next 5 years.

@disclosetv

Trump's HHS has been purging transgenders from America's healthcare system, causing hospitals and clinics to shut off transgender programs.

President Trump's DOJ issued a new policy today that would ban trans surgeries, taper off hormone access, and end sexual identity accomodations such as 'gendered-clothes' in U.S. prisons.

Hispanics and 'latinos' are the largest migrant group in America, the most LGBT demographic in the country with a crime rate 2-3 times higher than Whites, despite crime stats being skewed to hide it. Hispanic children are on pace to outnumber White children in the entire U.S. South. Hispanics have successfully displaced Whites in California, Texas, Florida and six other states.

It is suicide to try integrating them—they are not American, they won't become American, and Americans don't need White to become browner. Right-Wingers need to stop resorting self-defeating suggestions. This is no better logic than Republicans pandering for the black vote.

President Trump's visa restrictions and stricter vetting is still making waves across U.S. schools. University of North Texas has seen its number of international students cut in half after 2025.

“This bill includes annual inspections of county jails to verify compliance and will require schools, universities, hospitals, local governments, police and sheriff offices in the state of Indiana to comply with federal immigration enforcement. It also requires businesses operating in the state to verify the legal status of their employees. The state Attorney General's office would receive power to enforce and ensure compliance.”

An excellent mass deportations and border security template if this gets passed cleanly.

“The Supreme Court's ruling on tariffs is deeply disappointing, and I'm ashamed of certain members of the court for not having the courage to do what's right for our country. ... Foreign countries that have been ripping us off for years are ecstatic, they're dancing in the street, but they won't be dancing for long.

Democrats on the court are thrilled, they're against anything that makes America, strong, healthy, and Great Again. A disgrace to our nation. Democrats are unpatriotic, disployal. It is my opinion that the Court has been swayed by foreign interests, a small movement.”