Meaning: Bet against Goldman Sachs, and you'll be living in a villa by the sea?But if you follow Goldman Sachs and bet on SK Hynix and Samsung, it doesn't seem like it would be much worse.Goldman Sachs' statements are contradictory, very confusing...

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

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Direxion Daily MU Bull 2X Shares

iShares Semiconductor ETF

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Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

First Trust Nasdaq Food & Semicon

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Direxion Semicon Bull 3X

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

Samsung Electronics 

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