TrendForce Sees NAND Supply Balancing in 2027 After Extended Deficit

A new market outlook points to a gradual easing of NAND flash tightness rather than an immediate relief. TrendForce says supply is still expected to trail demand through the remainder of 2026, with a deficit of roughly 4% to 6%, but the gap could close in 2027 as manufacturers raise wafer output and improve process technology. The report highlights SK hynix, Micron, Samsung, and YMTC among the suppliers that could help expand available NAND capacity. At the same time, demand is not moving uniformly across the market. Enterprise server demand remains strong and continues to absorb a large share of output, while higher end-device prices have weakened some consumer purchasing activity. For RamTrend readers, the key signal is that NAND may be one of the first memory-related segments to return to a more balanced supply profile. That does not imply an immediate drop in pricing, but it does suggest that the extreme supply pressure behind SSD cost inflation may ease if production gains arrive on schedule.