---
title: "Global memory chip shortage intensifying, Goldman predicts higher earnings; 2026–27 DRAM undersupply at 4.9% and 2.5%, NAND at 4.2% and 2.1%. Server memory dominates with over 50% of DRAM demand expected in 2026-27."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275644496.md"
description: "Goldman Sachs forecasts a worsening global memory chip shortage, predicting DRAM and NAND undersupply of 4.9% and 2.5%, and 4.2% and 2.1% for 2026-27, respectively. This supply-demand imbalance is expected to drive prices up, resulting in record earnings for memory chip companies. Server memory is projected to dominate DRAM demand, accounting for over 50% by 2026-27, highlighting the growing significance of memory in data centers and rising enterprise storage needs."
datetime: "2026-02-11T18:02:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275644496.md)
  - [en](https://longbridge.com/en/news/275644496.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275644496.md)
---

# Global memory chip shortage intensifying, Goldman predicts higher earnings; 2026–27 DRAM undersupply at 4.9% and 2.5%, NAND at 4.2% and 2.1%. Server memory dominates with over 50% of DRAM demand expected in 2026-27.

Goldman Sachs predicts a worsening memory crunch with DRAM and NAND undersupply expected to reach 4.9% and 2.5%, and 4.2% and 2.1% for 2026-27, respectively. This tight supply/demand situation is pushing prices higher, potentially leading to record earnings and margins for companies in the memory chip sector. Server memory is now the main driver of global DRAM demand, surpassing personal computers and smartphones. The article emphasizes the increasing importance of memory in data centers, with server-related memory forecasted to account for over 50% of total DRAM demand by 2026-27. Enterprise storage demand is also rising.

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