Transcend Chair Warns of Multi-Year DRAM and NAND Shortage Risk

The DigiTimes report cites Shu as saying AI demand is changing the structure of the memory market and could leave both DRAM and NAND flash short in 2026 and 2027. He also said Transcend has roughly one year of MLC NAND inventory, purchased before some memory makers exited that production, and that the company has recently entered supply chains for cloud service providers in China. For RamTrend, the key signal is a buyer-side view that AI-linked demand is tightening across both volatile and non-volatile memory rather than being limited to HBM.