Chinese Expansion Set to Help Ease Global NAND Flash Shortages by Late 2027

Dow Jones

07/21

0702 GMT - Chinese NAND flash memory makers are set to boost their production capacity as they deploy new manufacturing equipment, according to research firm TrendForce. Surging AI demand has kept the overall market undersupplied throughout 2026, driving an estimated 4%-5% supply deficit, the firm says in a report. As they expand, Chinese suppliers are expected to raise their share of global NAND flash bit output to nearly 19%, it says. This will give Chinese manufacturers an opportunity to capture market share while their Korean, U.S., and Japanese rivals remain constrained by existing fab space and are mainly limited to selectively upgrading current facilities. Ultimately, this output growth, combined with weak demand for smartphones and notebooks, is expected to help restore market balance and ease global supply constraints by 2H 2027, TrendForce says.(jie.yang@wsj.com)

(END) Dow Jones Newswires

July 21, 2026 03:02 ET (07:02 GMT)

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Surging AI demand has kept the overall market undersupplied throughout 2026, driving an estimated 4%-5% supply deficit, the firm says in a report. As they expand, Chinese suppliers are expected to raise their share of global NAND flash bit output to nearly 19%, it says. This will give Chinese manufacturers an opportunity to capture market share while their Korean, U.S., and Japanese rivals remain constrained by existing fab space and are mainly limited to selectively upgrading current facilities. Ultimately, this output growth, combined with weak demand for smartphones and notebooks, is expected to help restore market balance and ease global supply constraints by 2H 2027, TrendForce says.(jie.yang@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 21, 2026 03:02 ET (07:02 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Expansion Set to Help Ease Global NAND Flash Shortages by Late 2027</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Expansion Set to Help Ease Global NAND Flash Shortages by Late 2027\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-21 15:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0702 GMT - Chinese NAND flash memory makers are set to boost their production capacity as they deploy new manufacturing equipment, according to research firm TrendForce. Surging AI demand has kept the overall market undersupplied throughout 2026, driving an estimated 4%-5% supply deficit, the firm says in a report. As they expand, Chinese suppliers are expected to raise their share of global NAND flash bit output to nearly 19%, it says. This will give Chinese manufacturers an opportunity to capture market share while their Korean, U.S., and Japanese rivals remain constrained by existing fab space and are mainly limited to selectively upgrading current facilities. 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Surging AI demand has kept the overall market undersupplied throughout 2026, driving an estimated 4%-5% supply deficit, the firm says in a report. As they expand, Chinese suppliers are expected to raise their share of global NAND flash bit output to nearly 19%, it says. This will give Chinese manufacturers an opportunity to capture market share while their Korean, U.S., and Japanese rivals remain constrained by existing fab space and are mainly limited to selectively upgrading current facilities. Ultimately, this output growth, combined with weak demand for smartphones and notebooks, is expected to help restore market balance and ease global supply constraints by 2H 2027, TrendForce says. Dow Jones NewswiresJuly 21, 2026 03:02 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"MUU":"2倍做多MU ETF-Direxion","DRAL":"2倍做多DRAM ETF-Defiance","DISK":"Tema Memory ETF","MUZ":"2倍做空MU ETF-Defiance","RAM":"2倍做多DRAM ETF-T-REX","DRAM":"Roundhill Memory ETF","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","MUYY":"GraniteShares YieldBOOSTMU ETF","MUD":"1倍做空MU ETF-Direxion","BK4588":"碎股","MIC":"2倍做多MU ETF-Corgi","MULL":"2倍做多MU ETF-GraniteShares","DRMY":"XFUNDS Memory Income ETF"},"translate_title":"到 2027 年底，中国的扩张将有助于缓解全球 NAND 闪存短缺","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4f8db720da157c3bcc02a721058f785f","symbols_score_info":{"MUU":0.6,"DRAL":0.6,"RAM":0.6,"MUD":1.5,"DRAM":1.5,"DRMP":1.5,"DISK":1.5,"DRMY":1.5,"MUYY":0.6,"MUZ":0.6,"MIC":0.6,"MULL":1.5},"content_text":"0702 GMT - Chinese NAND flash memory makers are set to boost their production capacity as they deploy new manufacturing equipment, according to research firm TrendForce. Surging AI demand has kept the overall market undersupplied throughout 2026, driving an estimated 4%-5% supply deficit, the firm says in a report. As they expand, Chinese suppliers are expected to raise their share of global NAND flash bit output to nearly 19%, it says. This will give Chinese manufacturers an opportunity to capture market share while their Korean, U.S., and Japanese rivals remain constrained by existing fab space and are mainly limited to selectively upgrading current facilities. Ultimately, this output growth, combined with weak demand for smartphones and notebooks, is expected to help restore market balance and ease global supply constraints by 2H 2027, TrendForce says.(jie.yang@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 21, 2026 03:02 ET (07:02 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}