投資部投機部 (1000)

892 エッヂの名無し (L20 8Xed-4R5q) 2026/01/07(水) 09:38:43.939 ID:bV0idl.vz

According to Goldman Sachs’ modeling on Kioxia, NAND ASPs are expected to start declining from 1Q27.

I agree. NAND’s price surge can’t keep pace with DRAM.

Also, one comment from GS on Kioxia that I found particularly interesting was that, because Kioxia has to buy DRAM from DRAM makers in order to ship NAND products, its costs increase—meaning the upside to profits is likely to be more limited than that of its competitors.
https://i.imgur.com/7Vy4hOc.jpeg

9時34分
https://x.com/i/status/2008698728958636523