TrendForce expects supply growth to overtake demand, while AI keeps pressure on DRAM
Crystal ball: Maybe we're worrying too much about the current memory crisis: according to TrendForce, NAND flash supply growth will outpace demand next year, with supply constraints easing in the second half of 2027. Or maybe we're not worrying enough: Adata's chairman says DRAM shortages will last another decade and that memory and electricity will become the world's two scarcest resources.
In context: Demand for GPUs and other AI accelerators isn't expected to decrease anytime soon, and the cost of DRAM will be directly influenced by the strong "generative bubble" we are experiencing right now. Market intelligence company TrendForce has made some estimations for the third quarter of the year, and, unsurprisingly, prices are going up.