Transcend warns memory shortage could persist through 2027

Transcend's warning is a direct pricing signal for memory and storage buyers. The Taiwanese storage maker said it sees little sign of improvement in 2026 and has been told by upstream suppliers that 2027 could become even tighter. That keeps the market bias toward sustained price increases rather than a short squeeze that clears quickly. For RamTrend, the key point is that downstream suppliers are now framing the shortage as a multi-year constraint. If those supplier warnings hold, buyers of DRAM-linked products, storage devices, and memory-heavy systems may face elevated costs and reduced negotiating leverage well beyond the current cycle.