Group 1 - Goldman Sachs reports that the global memory market will experience one of the most severe supply shortages in history during 2026-2027, with significant supply-demand gaps in DRAM, NAND, and HBM categories [1] - The DRAM supply is expected to face its most severe shortage in 15 years in 2026, while the NAND market will encounter one of its largest shortages ever [1] - The shortage is driven by competition among AI and consumer electronics companies for increasingly scarce supplies, which is expected to support manufacturers' backlog orders for years [1] Group 2 - Memory chip manufacturers are benefiting from the supply shortage, with supply constraints projected to last until 2028 [2] - Contracts for flash memory chips between SanDisk and Kioxia have been extended until the end of 2034, leading analysts to generally raise their price targets for these companies [2]
高盛：全球存储器市场将经历史上最严重的供应短缺
Huan Qiu Wang·2026-02-10 00:58