--- title: "NAND Flash Stocks Fall After TrendForce Warns AI-Driven Demand Will Normalize" type: "News" locale: "en" url: "https://longbridge.com/en/news/293485457.md" description: "NAND Flash stocks declined following a TrendForce report predicting that AI-driven demand will normalize sooner than expected. The firm anticipates supply constraints easing by late 2027 due to increased output and weak consumer electronics demand, though server demand is expected to remain strong. Consequently, shares of major players like Micron, Western Digital, and SK Hynix fell." datetime: "2026-07-22T13:59:43.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293485457.md) - [en](https://longbridge.com/en/news/293485457.md) - [zh-HK](https://longbridge.com/zh-HK/news/293485457.md) generator: "portal-rs" --- # NAND Flash Stocks Fall After TrendForce Warns AI-Driven Demand Will Normalize NAND Flash stocks took a beating on Wednesday alongside a new report from TrendForce. The tech industry research firm's July NAND Flash update argued that companies in the PC storage sector are on a countdown to market normalization. It argued that the inflated demand levels caused by the AI boom won't last, and demand for their SSDs and HDDs will level out sooner than previously expected. ### Claim 55% Off TipRanks High conviction STX bulls now have this Tradr ETF According to the TrendForce report, the supply constraints in the NAND Flash market are expected to diminish in the second half of 2027. The firm said that this will happen due to "ongoing process migrations by suppliers, steady growth in bit output, and persistent weak demand in consumer electronics." Interestingly, TrendForce doesn't believe that server demand will fall alongside NAND Flash demand. Instead, it anticipates that this demand will remain elevated throughout 2027. However, the report also claimed that CPU demand will also fall in the second half of 2027, as manufacturers including Advanced Micro Devices (AMD) and Intel (INTC) overcome supply bottlenecks. ## **How This Affected NAND Flash Stocks Today** Several NAND Flash stocks took a beating after the TrendForce report was released. - SanDisk (SNDK) stock was down 4.24% this morning. - Micron (MU) stock dropped 1.92% today. - Western Digital (WDC) stock decreased 1.64% as of this writing. - Seagate (STX) stock slipped 0.72% on Wednesday. - SK Hynix (SKHY) stock fell 4.55% this morning. ## **Which of these NAND Flash Stocks Do Analysts Favor?** Turning to the TipRanks stock comparison tool, traders can see where analysts stand on each of these stocks. All of them, sans SK Hynix, have a Strong Buy consensus rating from analysts. SK Hynix is only left out because the shares are still so new to the market, having gone public on July 10, 2026. Looking at the price targets for these shares, MU stock has the highest possible upside at 64.81%, followed by SNDK stock at 34.16%, WDC at 20.21%, and STX at 15.61%. Again, SKHY stock is left out due to its lack of analyst coverage as a result of its recent public debut. (See **NAND Flash Stock Comparisons**) ### Related Stocks - [WDC.US](https://longbridge.com/en/quote/WDC.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [MUD.US](https://longbridge.com/en/quote/MUD.US.md) - [MULL.US](https://longbridge.com/en/quote/MULL.US.md) - [MUU.US](https://longbridge.com/en/quote/MUU.US.md) - [WDCX.US](https://longbridge.com/en/quote/WDCX.US.md) - [MUYY.US](https://longbridge.com/en/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/en/quote/MUZ.US.md) - [03121.HK](https://longbridge.com/en/quote/03121.HK.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [STX.US](https://longbridge.com/en/quote/STX.US.md) - [WDCVV.US](https://longbridge.com/en/quote/WDCVV.US.md) ## Related News & Research - [Micron Stock Is Surging Toward $1,000 Again. Can MU Keep Climbing?](https://longbridge.com/en/news/296107115.md) - [Western Digital, Tohoku University launch AI data infrastructure lab in Japan](https://longbridge.com/en/news/296382332.md) - [$1000 Invested In Western Digital 20 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/296395604.md) - [Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry](https://longbridge.com/en/news/296543881.md) - [Micron Stock Extends Winning Streak on Strong AI Memory Demand](https://longbridge.com/en/news/295836293.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**