--- title: "Goldman Sachs insists: The NAND craze will only last until the end of this year" type: "News" locale: "en" url: "https://longbridge.com/en/news/274371837.md" description: "Even though SanDisk's financial report far exceeded expectations, Goldman Sachs continues to maintain its existing forecast, stating that the QoQ increase in NAND prices (especially Kixia) will only last until the fourth quarter of 2026 (October to December), after which prices are expected to gradually decline" datetime: "2026-01-31T02:13:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274371837.md) - [en](https://longbridge.com/en/news/274371837.md) - [zh-HK](https://longbridge.com/zh-HK/news/274371837.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/274371837.md) | [繁體中文](https://longbridge.com/zh-HK/news/274371837.md) # Goldman Sachs insists: The NAND craze will only last until the end of this year Even though SanDisk's financial report far exceeded expectations, Goldman Sachs continues to maintain its existing forecast, stating that the QoQ increase in NAND prices (especially Kixia) will only last until the fourth quarter of 2026 (October to December), after which prices are expected to gradually decline. ### Related Stocks - [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md) - [The Goldman Sachs Group, Inc. (GS.US)](https://longbridge.com/en/quote/GS.US.md) - [Samsung Electronics Co Ltd Sponsored GDR Pfd (SSNGY.US)](https://longbridge.com/en/quote/SSNGY.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/en/quote/SMH.US.md) - [First Trust Nasdaq Semiconductor ETF (FTXL.US)](https://longbridge.com/en/quote/FTXL.US.md) - [State Street® SPDR® S&P® Smcndctr ETF (XSD.US)](https://longbridge.com/en/quote/XSD.US.md) - [GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D (GS-D.US)](https://longbridge.com/en/quote/GS-D.US.md) - [Micron Technology, Inc. (MU.US)](https://longbridge.com/en/quote/MU.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/en/quote/PSI.US.md) - [Western Digital Corporation (WDC.US)](https://longbridge.com/en/quote/WDC.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/en/quote/SOXX.US.md) - [GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C (GS-C.US)](https://longbridge.com/en/quote/GS-C.US.md) ## Related News & Research - [Micron Readies Client Storage for AI](https://longbridge.com/en/news/281383944.md) - [Goldman Sachs completes Innovator Capital acquisition, lifting ETF assets to $90 billion](https://longbridge.com/en/news/281521684.md) - [Goldman Sachs AI stocks: Top 12 stocks to buy](https://longbridge.com/en/news/281035837.md) - [AI Needs MemoryâThis New DRAM ETF Is All In On Micron, Samsung And Sandisk](https://longbridge.com/en/news/281578483.md) - [SanDisk Stock (SNDK) Tops S&P 500 in Q1 2026 – Is It Too late to Buy?](https://longbridge.com/en/news/281374457.md)