金色财经|4月 23, 2026 09:55
[Goldman Sachs: Significant Increase in DRAM and NAND Price Forecasts, Market Shortage Far Exceeds Previous Expectations]
Reported by Jinse Finance, April 23 – Goldman Sachs predicts that by 2026, DRAM and NAND market prices will surge by 250-280% and 200-250%, respectively (a significant upward revision compared to the January forecast of 150%/100%). This phenomenon is primarily driven by the dual factors of AI server demand and constrained supply, indicating that the market shortage will far exceed previous expectations.
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