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Citrini analyst Jukan stated on X platform that TrendForce expects the shortage of NAND flash memory supply to continue until 2026 and ease in the second half of 2027. TrendForce points out that servers account for over 40% of the total demand for NAND flash memory, while smartphones and laptops combined account for nearly 40%. The inventory level of storage manufacturers is low, the inventory of module factories is rising, and the inventory of other buyers is at a controllable level. TrendForce predicts that the supply and demand gap of NAND flash memory bits will remain negative 4% to negative 5% in 2026, and the gap will turn positive in the second half of 2027.