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Live Updates  >  Live Update Details

2026-11-02 13:26:27

[Goldman Sachs: NAND supply shortage may continue into 2027, maintains "Buy" rating for Samsung Electronics and SK Hynix] (1) On October 30, Japanese NAND flash memory manufacturer Kioxia announced its Q3 2026 (Q2 2026 fiscal year) results; Goldman Sachs analyzed the implications for its coverage of South Korean memory giants SK Hynix ("Buy") and Samsung Electronics ("Buy"). (2) Goldman Sachs' main conclusions include: solid Q3 2026 results; due to adjustments in shipment schedules and base effects, Kioxia's expectations for Q4 2026 differ from those of Samsung Electronics and SK Hynix. (3) Goldman Sachs expects the tight supply and demand situation for NAND flash memory to continue into 2027, providing room for further price increases; long-term supply agreements (LTAs) provide strong visibility into demand from 2027 to 2028 onwards.

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