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Crystal ball: Maybe we're worrying too much about the current memory crisis: according to TrendForce, NAND flash supply growth will outpace demand next year, with supply constraints easing in the second half of 2027. Or maybe we're not worrying enough: Adata's chairman says DRAM shortages will last another decade and that memory and electricity will become the world's two scarcest resources.
TrendForce's latest NAND flash report is a rare piece of good news for those hoping SSD prices will eventually return to something approaching normal. The analyst firm says the market will remain undersupplied throughout 2026, recording a supply deficit of between 4% and 5%, as booming AI demand clashes with limited capacity expansion.
Thankfully, the situation should begin improving during the latter half of next year. Suppliers are migrating to newer manufacturing processes, steadily increasing bit output, and selectively upgrading existing production lines. Chinese manufacturers are also installing new equipment, which is expected to increase their share of global NAND bit output to almost 19%.
