According to TrendForce's latest NAND Flash market analysis in July 2026, the global NAND Flash market is expected to face supply shortages in 2026 due to the surge in AI demand and limited capacity growth. Looking ahead to 2027, although server demand remains strong, the supply tightness of NAND Flash is projected to ease in the second half of 2027 as suppliers upgrade their processes and weak consumer electronics market curbs demand expansion.
