NuAxiSemiconductor trade intelligence

Report: NAND Flash Shortages to Finally End in 2027

What happened

TrendForce forecasts NAND supply-demand balance by 2027, with a 4-6% deficit expected for the remainder of 2026. This shift is driven by increased capacity from SK hynix, Micron, Samsung, and YMTC, alongside weak consumer demand. Bearish: Prices expected to stabilize as shortages ease.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

NAND FlashSSD

SK hynix Micron Samsung YMTC

shortagesupply-demandforecast

Source and time

Source: TechPowerUp · 7/21/2026 · View original source

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Report: NAND Flash Shortages to Finally End in 2027

What happened

Impact and signal

Affected components and suppliers

Source and time

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