Chinese NAND flash maker YMTC reportedly expects the global memory shortage to last another three years, according to an anonymous employee quoted in a profile by The Wire China. The employee said YMTC has raised chip prices and shifted capacity toward higher-margin products. This outlook suggests the shortage could persist until late 2029, which exceeds TrendForce's forecast of NAND supply loosening in the second half of 2027.
However, it aligns more closely with Micron CEO Sanjay Mehrotra's recent warning that supply will remain tight in 2027 and 2028. YMTC ranked fourth in NAND bit shipments in Q2 with a 14% share but only fifth in revenue due to its consumer-focused product mix. The shift to higher-margin chips may reduce availability for consumer SSDs, even as YMTC aims to double wafer output via new fabs.
Readers planning storage upgrades should not expect price drops soon.
Source: TechPowerUp News · Summarized by HeadlinesBriefing