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New Production Capacity Constraints Could Prolong NAND Supply Shortage Beyond 2028
2026-06-09 /
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Author：小编
Forecasts indicate that the input volume of NAND wafers will experience a 5% decline in 2026, followed by a modest uptick of only 3% in 2027. Given that leading manufacturers have refrained from large-scale production expansions, it is anticipated that substantial new production capacities will not enter the market until 2028 to 2029 at the soonest. Consequently, the NAND market is likely to grapple with persistent supply constraints in the years ahead.
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