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Chipmakers face potential NAND flash oversupply in late 2027, but demand from AI and data centers may keep market tight.

Market News
22 Jul 2026
Proactive Investors
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Bearish
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TrendForce predicts a NAND flash memory chip surplus in the second half of 2027 due to declining handset and PC demand offsetting data center growth. However, this forecast may be too cautious as strong demand from AI-related storage needs and limited hard disk drive growth could sustain tight supply. Major manufacturers like Samsung and Micron are limiting NAND expansion, delaying supply increases until 2028 or later. This suggests NAND prices may remain stable or high rather than dropping as expected in 2027.

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