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Goldman Sachs: Global Memory Market Braces for Unprecedented Supply Crunch
1 day ago /
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Author：小编
A report by Goldman Sachs reveals that the global memory market is poised to encounter the most severe supply shortage ever recorded during the period from 2026 to 2027. This dire situation is attributed to a substantial widening of the supply-demand gap across the three primary memory categories: DRAM, NAND, and HBM. Notably, the DRAM supply gap is projected to reach its zenith in 15 years by 2026, while the NAND shortage is expected to scale unprecedented heights. Despite a downturn in consumer electronics demand, the robust appetite for memory chips in the server market will persist in intensifying supply strains.
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