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Goldman Sachs forecasts semiconductor memory undersupply through 2028 as AI demands squeeze HBM wafer capacity

The bank raised price targets for key memory manufacturers.

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Zephyr@zephyr_z9#1497inAI

What did I tell you, anon??

4:39 AM · May 31, 2026 · 64.1K Views
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@zephyr_z9 another trillion dollars to Zephyr IBKR

Zephyr@zephyr_z9

What did I tell you, anon??

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Goldman Sachs forecasts semiconductor memory undersupply through 2028 as AI demands squeeze HBM wafer capacity · Digg