Shameless investment banks like Goldman Sachs are the real idiots. Micron Technology is finally back, looking forward to next month's earnings report!

It seems that the Euro crisis over twenty years ago was caused by this guy, who stirred up trouble everywhere. I heard from others that this guy is the most shameless investment bank, and it seems the reputation is well-deserved!

Micron Tech

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The most severe shortage of storage chips in history is coming! Goldman Sachs warns that there will be the largest gap in 15 years for DRAM in 2026, and NAND shortages are at record levels. The explosive demand for AI servers accounts for more than half of DRAM supply. Analysts warn that even in extreme scenarios where demand for smartphones and PCs declines significantly, strong server demand can still absorb the shock and maintain market tension. Surprisingly, while Goldman Sachs released this bullish report on the memory industry, it downgraded Micron's rating to neutral, with a target price of $235, citing that "most of the positives have already been priced in."

- Goldman Sachs warns that the global storage chip market is on the brink of its most severe supply shortage in 15 years, with significant gaps expected in DRAM, NAND, and HBM categories for 2026-2027.  
- Despite strong demand in servers absorbing impacts, the firm downgraded Micron's rating to neutral, citing that much of the positive sentiment has already been priced in.  
- The report indicates heightened demand from servers and enterprise SSDs, yet reduced forecasts for PCs and smartphones due to rising costs, underscoring varying valuations within the storage sector.

Wallstreetcn

Goldman Sachs' heavyweight report: The most severe shortage of memory chips in fifteen years is approaching, and even a collapse in consumer demand cannot stop it

昆仑山岩石

Active Contributor in Sandisk Discussions