Goldman Sachs Raises DRAM and NAND Price Forecasts Significantly, Market Shortage Exceeds Previous Expectations

04/23 10:05

On April 23, Goldman Sachs projected that the prices of DRAM and NAND in the market will soar by 250-280% and 200-250% respectively by 2026, a significant increase from the January forecasts of 150% and 100%. This phenomenon is primarily driven by the dual forces of demand from AI servers and supply constraints, indicating that the level of market shortage will far exceed previous expectations.

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