TrendForce's latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027. However, market dynamics are expected to diverge between DRAM and NAND Flash.
On the DRAM side, continued HBM capacity allocation, robust AI server demand, and growing procurement of CPU memory and HBM are expected to keep supply constrained and prices on an upward trajectory. By contrast, NAND Flash is projected to enter a looser supply environment in 2H27 as new production capacity comes online while consumer electronics demand remains weak, increasing downward pressure on prices.
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