TODAY'S MARKET INTELLIGENCE
According to TrendForce's latest memory industry research, memory demand in 2027 will still be dominated by AI applications. DRAM, due to HBM continuously occupying capacity and strong AI server demand, sees continued increase in procurement momentum for CPU memory and HBM. The market maintains a tight supply pattern, with prices trending strong.
English summary
NAND Flash, with new capacity being released in a concentrated manner and terminal consumer demand continuing to weaken, supply will tend to be loose in H2 2027, and prices may face correction pressure.
The English text is machine translated and may require verification against the Chinese version.
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