Goldman Sachs has projected that the current memory chip shortage will persist until 2028, driven by increased demand from AI servers and limited supply growth. The investment bank has upgraded its outlook for several companies, including Samsung, SK Hynix, and Kioxia, citing tighter supply-demand imbalances for DRAM, NAND, and HBM chips. Goldman Sachs has raised its 12-month target prices for Samsung and SK Hynix, while upgrading Kioxia from Hold to Buy. The report also highlights the broader AI hardware supply chain, with positive ratings for companies like MediaTek, Eoptolink, and Biren, as they transition to AI-focused products. Additionally, Goldman Sachs maintains a positive outlook on data center leaders and anticipates significant growth in AI-related sectors, despite macroeconomic challenges such as rising oil prices and geopolitical tensions.
Goldman Sachs Predicts Memory Chip Shortage Until 2028, Upgrades Key Stocks
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