TrendForce Forecasts NAND Supply Shortage to Persist Through 2026
TrendForce expects the NAND flash bit supply-demand gap to remain at negative 4–5% in 2026, indicating a continued shortage. The gap is projected to turn positive in the second half of 2027, easing tight supply pressure. Servers account for over 40% of total NAND flash bit demand, while smartphones and notebooks combined represent nearly 40%.
So What
NAND supply will remain tight through 2026, with relief not expected until H2 2027, impacting pricing and procurement for major buyers.