Svmuu News: Citrini analyst jukan posted on X that TrendForce expects the NAND flash memory supply shortage to ease in 2027. TrendForce noted that servers now account for more than 40% of total NAND flash bit demand, while smartphones and laptops combined still account for nearly 40%, continuing to have a significant impact on overall demand. In terms of inventory, storage manufacturers’ inventory levels remain relatively low. Although module manufacturers’ inventories have risen due to weakness in the consumer market, inventories held by other buyers remain at manageable levels.
Taking these factors into account, 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 projected to turn positive in the second half of 2027, alleviating supply pressures.