Analyst: NAND Flash Supply Shortage May Ease by 2027

Odaily Planet Daily News: Citrini analyst jukan posted on platform X, stating that TrendForce expects the NAND flash supply shortage to ease in 2027. TrendForce pointed out that servers already account for over 40% of total NAND flash bit demand, while smartphones and laptops together still account for nearly 40%, thus continuing to have a significant impact on overall demand. Regarding inventory, storage manufacturers' inventory levels remain relatively low. Although module factory inventories have increased somewhat due to weak consumer market conditions, inventories held by other buyers remain at manageable levels.

Considering these factors, TrendForce expects the NAND flash bit supply-demand gap to remain between -4% and -5% in 2026, indicating that the shortage will persist. However, the gap is expected to turn positive in the second half of 2027, alleviating supply tightness.