Bank of America: The storage chip super cycle will last at least until 2027, or even until 2030.

robot
Abstract generation in progress

Shenchao TechFlow news: On June 29, according to Chaoxiang Research, Bank of America published a global storage technology research report on June 26, stating that this cycle is different from the past and has a structural basis.

Micron’s revenue for the May quarter was $41 billion, up 346% year over year. Its gross margin was 85%, and its operating margin was 81%. Guidance for the August quarter is $50 billion, continuing to rise.

Bank of America proposed five major structural changes: supply shortages may continue through 2030, long-term contracts lock in prices, building new factories is difficult, capacity expansion is constrained, and free cash flow may surge.

In 2026, total global DRAM and NAND combined revenue is expected to be $87.68 billion, up 308% year over year. DRAM spot prices have risen for five consecutive weeks, with a cumulative increase of 20%.

Risk signals: NAND spot prices fell 5%. The ASP growth rate is expected to rise 234% in 2026, fall to 8% in 2027, and turn down by 13.3% in 2028—signs of slowing growth have already appeared.

⚠️ The above is a summary of Bank of America’s publicly released research report content and does not constitute investment advice. The market is risky, so entry requires caution.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned