机构：供给增速将领先需求成长 2027年下半年NAND Flash紧缺压力有望缓解

智通财经07-21

【机构：供给增速将领先需求成长 2027年下半年NAND Flash紧缺压力有望缓解】根据TrendForce集邦咨询最新2026年7月NAND Flash每月数据分析，2026年AI需求爆发，加上NAND Flash产能增加有限，市场呈现供给紧缺。展望2027年，来自Server的需求持续强劲，在供应商提升制程、整体供给位元增速未见放缓，以及消费性电子市况仍处于低迷的情况下，预估NAND Flash供应紧张的情形有望于2027年下半年获得改善。

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