Institutions: Supply growth is expected to outpace demand. NAND Flash shortage pressure is expected to ease in the second half of 2027.

According to the latest monthly data analysis of NAND Flash in July 2026 by TrendForce, the demand for AI exploded in 2026, coupled with limited increase in NAND Flash production capacity, resulting in a tight supply market. Looking ahead to 2027, the demand from servers remains strong, with suppliers improving processes and overall supply growth showing no signs of slowing down, and the consumer electronics market still in a sluggish state, it is estimated that the tight supply situation of NAND Flash is expected to improve in the second half of 2027.