Goldman Sachs insists: The NAND craze will only last until the end of this year

Wallstreetcn
2026.01.31 02:13
portai
I'm PortAI, I can summarize articles.

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