Rumor
Goldman Sachs reports potential NAND price increases due to supply chain bottlenecks
Monday, February 9, 2026 at 07:29 AM
Social media commentary on a Goldman Sachs report regarding NAND supply chain constraints and potential price increases.
Context
Goldman Sachs forecasts a severe NAND flash shortage through 2026, potentially the most acute in 15 years. This bottleneck is primarily driven by AI infrastructure demand rather than consumer electronics. New AI server architectures, including NVIDIA’s latest platforms, are requiring massive high-capacity Enterprise SSD storage, with incremental demand expected to reach 29 exabytes in 2026 alone as data centers scale for generative workloads.
These constraints are projected to trigger a sharp price recovery, with contract prices for NAND expected to rise between 33% and 60% in the first half of 2026. Leading manufacturers like Samsung, SK Hynix, and Micron are prioritizing high-margin AI orders, leaving the broader market lean. While some investors remain skeptical of past volatility, the firm emphasizes that the structural shift toward AI storage represents a multi-year super cycle that the broader market has not yet fully priced in.
Sources (2)
Related Companies
Goldman Sachs
GS