TrendForce said server demand now accounts for more than 40% of total NAND flash demand, but smartphones and notebooks still make up nearly 40% combined, leaving consumer electronics with a major influence on overall demand. The research firm also said memory makers’ inventory levels remain relatively low. While module manufacturers have built up more inventory because of weak consumer demand, stock levels held by other buyers are still manageable. Based on those conditions, TrendForce expects the bit supply-demand gap for NAND flash to stay at 4%-5% in 2026, pointing to a continued supply shortage. It added that the gap is expected to turn positive in the second half of 2027, which would ease pressure from tight supply.
On July 21, high-tech industry research firm TrendForce said servers now account for more than 40% of total NAND flash demand, while smartphones and notebook computers still make up nearly 40% combined, leaving them as a major driver of overall demand.
On inventories, TrendForce said memory manufacturers are still holding relatively low stock levels. Module makers have seen inventories rise because of weak consumer demand, but inventory levels among other buyers remain manageable.
Taking those factors together, TrendForce expects the NAND flash bit supply-demand gap to remain at 4%-5% in 2026, indicating that the supply shortage will continue. It added that the gap is expected to turn positive in the second half of 2027, easing pressure from tight supply.
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