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High2026-11-02Short term · Leans positiveLonger term · Leans positive

Goldman: NAND shortage may last to 2027, backs Samsung and SK Hynix

Goldman Sachs published a report saying the NAND flash supply shortage could persist into 2027 and gave Samsung Electronics and SK Hynix positive marks. If correct, it implies a longer memory price and earnings upcycle, directly benefiting SK Hynix's NAND business and valuation.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • Investing.com 香港 - 股市報價& 財經新聞 · 11-02 11:18 KST
    Goldman: NAND shortage may last to 2027, backs Samsung and SK Hynix

    Goldman Sachs' read of Kioxia results suggests NAND supply shortages may persist into 2027, a positive for Samsung and SK Hynix. The broker report reinforces memory upcycle expectations and is a favorable catalyst for Hynix shares.

Goldman: NAND shortage may last to 2027, backs Samsung and SK Hynix · Hynix Board