NAND shortages could finally ease in 2027, but ADATA warns the DRAM crisis may last another 10 years
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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...
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