TrendForce Sees DRAM Tightness Lasting Into 2027 as NAND Loosens

TrendForce's latest memory outlook points to a split market in 2027. DRAM is expected to stay tight as AI servers absorb HBM capacity and increase demand for both accelerator memory and CPU-attached memory. That would keep upward pressure on DRAM pricing even as suppliers work to expand output. NAND Flash is described differently: new production capacity is expected to arrive while consumer electronics demand remains soft, creating a risk of looser supply in the second half of 2027. For RamTrend, the key signal is that AI is not lifting every memory segment equally. DRAM appears positioned for continued pricing strength, while NAND may need stronger end-device demand to absorb additional supply.