BlockBeats News, July 21st, the high-tech industry research firm TrendForce pointed out that although servers already account for over 40% of the total NAND Flash demand, smartphones and laptops together still account for nearly 40%, continuing to have a significant impact on overall demand. In terms of inventory, the inventory level of memory manufacturers remains relatively low. Despite an increase in module manufacturers' inventory due to weak consumer market demand, inventory levels for other buyers remain manageable.

Considering the above factors, TrendForce projects that the NAND Flash supply-demand gap will remain at 4%-5% by 2026, indicating that the supply shortage will continue to exist. However, it is expected that by the second half of 2027, this gap will turn positive, thereby alleviating the pressure of supply constraints.