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TrendForce forecasts that the NAND flash memory supply shortage will ease in 2027.

6 hours ago

High-tech industry research firm TrendForce points out that while servers account for over 40% of total NAND flash demand, smartphones and laptops combined still make up nearly 40%, continuing to significantly impact overall demand. On the inventory front, memory manufacturers’ stock levels remain relatively low. Though module manufacturers’ inventories have risen due to weak consumer market conditions, inventories held by other buyers stay controllable. Taking all these factors into account, TrendForce projects the NAND flash bit supply-demand gap will hold at 4%–5% in 2026, signaling ongoing supply shortages. However, the gap is expected to turn positive in the second half of 2027, alleviating supply tightness.

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