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<p>Goldman Sachs’ June 1 edition of The 720 has one clear focus: memory chips.

Goldman argues the current memory upcycle could run longer than the market expects, with shortages potentially lasting into 2028. 

The thesis is driven by stronger AI server demand visibility, constrained supply growth, and long-term supply agreements that lock in both volume and pricing.

The key beneficiaries are Samsung Electronics (005930.KS), SK Hynix (000660.KS), and Kioxia Holdings (285A.T). 

Goldman maintained Buy ratings on Samsung and SK Hynix, while upgrading Kioxia from Neutral to Buy.</p>

Goldman Sachs’ June 1 edition of The 720 has one clear focus: memory chips.
Goldman argues the current memory upcycle could run longer than the market expects, with shortages potentially lasting into 2028. 
The thesis is driven by stronger AI server demand visibility, constrained supply growth, and long-term supply agreements that lock in both volume and pricing.
The key beneficiaries are Samsung Electronics (005930.KS), SK Hynix (000660.KS), and Kioxia Holdings (285A.T). 
Goldman maintained Buy

Goldman Sachs’ June 1 edition of The 720 has one clear focus: memory chips. Goldman argues the current memory upcycle could run longer than the market expects, with shortages potentially lasting into 2028. The thesis is driven by stronger AI server demand visibility, constrained supply growth, and long-term supply agreements that lock in both volume and pricing. The key beneficiaries are Samsung Electronics (005930.KS), SK Hynix (000660.KS), and Kioxia Holdings (285A.T). Goldman maintained Buy ratings on Samsung and SK Hynix, while upgrading Kioxia from Neutral to Buy.

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