This cycle for memory chips is seriously strong—HBM has tripled over three years. AI computing power is an absolute resource-sucking monster.

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Goldman Sachs: The shortage of storage market supply will continue until 2028
Goldman Sachs states that storage will remain in short supply until 2028, with prices and profits for DRAM/NAND/HBM rising.
Server and AI demand are strengthening, with capacity growth slowing and a high proportion of HBM leading to supply constraints.
Long-term contracts and efficient capital expenditure are driving demand to continuously surpass supply.
Pricing expectations are also being raised: Samsung's DRAM ASP is expected to increase by 326%/27% in 2026/2027, NAND ASP by 283%/33%, and HBM is catching up, with the HBM market size projected to be approximately $56 billion, $116 billion, and $168 billion in 2026–2028, respectively.
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