Tech
AI Boom Could Wipe Out Consumer Electronics Firms by 2026
The global memory shortage linked to rising AI demand could force a large number of consumer electronics companies out of business by the end of 2026, according to comments attributed to Pua Khein-Seng, CEO of Phison.
In a summary posted on X by user 駿HaYaO, Pua reportedly said that many system vendors may go bankrupt or exit product lines due to limited memory supply. The original interview was conducted in Chinese and is available on YouTube without English subtitles, so the remarks cannot be independently verified verbatim.
《獨家專訪 #群聯 #Phison 執行長潘健成》
核心結論
1. 記憶體供需嚴重失衡將持續到2030年
AI為剛需,DRAM與NAND Flash極度缺貨。原廠要求預付3年貨款(電子業史無前例),賣方市場空前強勢。原廠內部預估缺到2030年,甚至10年不見盡頭。2. 消費電子將大量死亡… https://t.co/FvVnb8tT2I
— 駿HaYaO (@QQ_Timmy) February 14, 2026
Production Cuts Expected
According to the translated summary, Pua warned that consumer electronics will experience widespread failures from late this year through 2026. He reportedly said mobile phone production could decline by 200 to 250 million units, while PC and television output would also fall significantly.
The shortage has already driven sharp increases in memory prices, complicating the production of various computing-related devices.
NVIDIA’s Rubin GPUs to Blame
Pua also reportedly addressed the impact of Nvidia’s next-generation Rubin AI GPUs. If tens of millions of Vera Rubin units ship, each requiring more than 20TB of SSD storage, that would consume roughly 20 percent of last year’s global NAND production capacity, excluding additional data storage demand, according to the summary.
Long-Term Shortage Looms
The summary further claims that memory manufacturers are now requesting three years of prepayment, a practice described as unprecedented in the electronics sector. Manufacturers are also said to estimate that the shortage could last until 2030 or potentially another decade.
Major memory producers, including Samsung, Micron, SK Hynix, Kioxia, and Yangtze Memory, have announced investments in new capacity. However, bringing new facilities online typically requires at least two years from announcement to production, and equipment remains in high demand.
China’s additional output is expected to account for only 3 to 5 percent of global capacity in its early stages, which would not close a projected 10 to 20 percent supply gap. Domestic demand within China is also described as strong, limiting the likelihood of surplus exports.
Sustainability Debate
The X user suggested that extended product lifespans and increased repairs could be a potential upside of constrained supply. However, overall electronics production continues to grow, with output shifting toward energy-intensive AI servers and GPUs rather than consumer hardware.
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Google Pixel 10a Launched As The Most Unnecessary Phone of 2026
Google has unveiled the Pixel 10a, and it is about 99% the same as last year’s Pixel 9a in terms of specs. It doesn’t even look any different from last year’s phone, crowning it as probably the most needless phone launch of 2026 so far.
We did not even get support for Pixelsnap accessories, something many fans were hoping for. It almost feels like the Pixel 10a is only here to make the Pixel 9a feel like a much better deal, since it’s the same phone with a much lower price tag now.
The Pixel 10a is the first model in the lineup to incorporate recycled cobalt, copper, gold, and tungsten, making up at least 36 percent of its total weight. Its aluminum frame is built from 100 percent recycled material, and the retail packaging is completely plastic-free.
Design and Display
The phone carries an IP68 rating for dust and water resistance, matching its predecessor. The rear panel is plastic, with 81 percent recycled content. Google has redesigned the internal structure to make the device easier to repair, though the exterior closely resembles the Pixel 9a, including the nearly flush camera module.
The front is protected by Gorilla Glass 7i, replacing Gorilla Glass 3. The new glass offers improved scratch resistance and can survive drops from 1 meter or 3.3 feet. The display remains a 6.3-inch Actua panel, but peak brightness increases slightly to 3,000 nits, up from 2,700 nits, but who’s gonna notice?
The Pixel 10a is offered in four colors: Fog, Obsidian, Berry, and Lavender. Fog replaces Porcelain, while Berry and Lavender differ slightly from last year’s Peony and Iris shades.
Google has introduced a color-matched Pixel 10a Case made from 36 percent recycled plastic. Neither the phone nor the case includes built-in magnets.
Internals and Software
Powering the Pixel 10a is the same Tensor G4 chipset used in the Pixel 9a and other Pixel 9 series devices. The processor is manufactured on Samsung’s 4nm process. Memory remains at 8GB of RAM, with storage options of 128GB or 256GB. Performance is therefore expected to match last year’s model.
The phone launches with Android 16 and will receive seven years of software updates, including Pixel Drops.
Cameras
Camera hardware remains unchanged. The Pixel 10a includes a 48MP main camera and a 13MP ultra-wide lens.
Google continues to rely on software features to enhance image quality. These include Camera Coach, which uses Gemini to provide photography suggestions, Auto Best Take for improving group shots, and Add Me, which blends images so the photographer can be included in the final photo.
Battery and Pricing
The Pixel 10a retains a 5,100 mAh battery, which Google says delivers up to 30 hours of regular use on a single charge.
Charging speeds see an “upgrade”. Wired charging now supports 30W, up from 23W on the previous model. Wireless charging increases to 10W from 7.5W, none of which you’re going to notice.
In the US, the Pixel 10a is priced at $500, with an additional $100 for the 256GB version.
Google Pixel 10a Specifications
| Chipset | Google Tensor G4 (4 nm) |
| CPU | Octa-core (1×3.1 GHz Cortex-X4 & 3×2.6 GHz Cortex-A720 & 4×1.9 GHz Cortex-A520) |
| GPU | Mali-G715 MP7 |
| OS | Android 16, up to 7 major Android upgrades |
| Supported Networks | 2G, 3G, 4G LTE, 5G |
| Display | 6.3 inches, 1080 x 2424 pixels, P-OLED, HDR, 120Hz, 2000 nits (HBM), 3000 nits (peak) |
| RAM | 8 GB, 12 GB |
| Storage | 128GB, 256 GB |
| Card Slot | no |
| Main Camera | 48 MP, f/1.7, 25mm (wide), 1/2.0″, 0.8µm, dual pixel PDAF, OIS 13 MP, f/2.2, 120˚ (ultrawide), 1/3.1″, 1.12µm |
| Front Camera | 13 MP, f/2.2, 20mm (ultrawide), 1/3.1″, 1.12µm |
| Colors | Obsidian, Fog, Berry, Lavender |
| Fingerprint sensor | under display, optical |
| Battery |
Li-Po 5100 mAh, 30W wired charging, 10W wireless charging |
| Price |
$500 |
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