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23.01.26 - 16:12
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic
Well that escalated quickly.
Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory.
Before diving into Chang's note, here's a quick recap of what's unfolded so far:
"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
First Victims Of 'Great Memory Crunch' Emerge As Data Centers Soak Up Global Supply
We've followed the historic price spike for months.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
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