---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000855561.md"
description: "J.P. Morgan: DRAM & NAND bit demand vs bit supply DRAM bit supply/demand to be worse in 2027 before balancing in 2028, same for NAND.   Note: this is for bits. Does not mean shortage is solved in 2028.$Micron Tech(MU.US) $EWY $DRAM $Micron Tech(MU.US)"
datetime: "2026-08-15T01:36:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000855561.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000855561.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000855561.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# J.P. Morgan: DRAM & NAND bit demand vs bit sup…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**