[Analyst: NAND Flash Supply Shortage May Ease by 2027] Odaily Planet Daily News - Citrini analyst Jukan posted on the X platform, stating that TrendForce predicts the NAND flash supply shortage will ease by 2027. TrendForce noted that servers now account for over 40% of total NAND flash bit demand, while smartphones and laptops combined still account for nearly 40%, continuing to have a significant impact on overall demand. In terms of inventory, storage manufacturers' inventory levels remain relatively low. Although module manufacturers' inventories have risen due to a weak consumer market, inventories held by other buyers remain at manageable levels. Considering these factors, TrendForce predicts that the NAND flash bit supply-demand gap will remain at a negative 4% to negative 5% in 2026, indicating that the shortage will persist. However, this gap is expected to turn positive in the second half of 2027, alleviating supply pressure.