TrendForce: NAND Flash supply shortage situation expected to ease in the second half of 2027.

Wisdom Financial APP has learned that, according to the latest monthly data analysis of NAND Flash in July 2026 by TrendForce, the demand for AI has surged in 2026, coupled with limited increase in NAND Flash production capacity, resulting in a tight market supply. Looking ahead to 2027, strong demand from servers, continuous improvement in supplier processes, no sign of slowing down in overall supply growth, and a sluggish consumer electronics market, it is estimated that the tight supply situation of NAND Flash is expected to improve in the second half of 2027.