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Goldman Sachs: Significantly Raises DRAM and NAND Price Forecasts, Market Shortage Severity Far Exceeds Previous Expectations
Gold Financial reports that on April 23, Goldman Sachs predicts that by 2026, DRAM and NAND market prices will surge by 250-280% and 200-250%, respectively (significantly revised upward from January’s forecast of 150%/100%). This phenomenon is mainly driven by the dual factors of AI server demand and supply constraints, indicating that market shortages will be far beyond previous expectations.