Overview
- Analyst firm TrendForce projects global NAND bit growth will outpace demand in the second half of 2027, which could ease the current NAND supply squeeze.
- Wedbush says firmer guidance from ASML on EUV machine shipments supports the idea that added equipment will boost memory output in late 2027 and early 2028.
- Senior industry voices warn that DRAM will remain tight far longer than NAND, with ADATA's chairman predicting a decade-long shortfall and SK Hynix's CEO saying demand may outstrip supply beyond 2030.
- AI servers now consume a large share of NAND and premium memory, long-term contracts and prepayments are locking up available inventory, and consumer device demand is weakening and price-sensitive.
- The near-term result is higher contract prices and stockpiling by module makers while supplier expansions and process migrations promise more capacity only after multi-year lead times and yield ramps.