Woofun AI reports that TrendForce anticipates the NAND flash memory supply shortage will ease by 2027. Servers drive over 40% of total demand, with smartphones and laptops contributing nearly 40%, maintaining significant influence on overall market requirements.

Inventory levels among storage manufacturers remain low, while module stocks have risen due to weak consumer markets, though other buyers hold controllable levels. The supply-demand gap is projected to stay between -4% and -5% in 2026, but is expected to turn positive in the second half of 2027, alleviating supply constraints.