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via finance.yahoo.comTech & AI

Citi expects 'continued memory undersupply' in 2027

FROM THE WIRE · FINANCE.YAHOO.COM

Investing.com -- Citi expects the global memory market to remain undersupplied next year, even after raising its supply forecasts to reflect higher bit growth guidance from Samsung Electronics and SK Hynix. Still guessing which stocks will beat the market? Our AI portfolio…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishPersistent DRAM and NAND undersupply supports pricing and margins for memory makers.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Citi expects the global memory market to remain undersupplied in 2027.
  2. 02The 2027 DRAM supply/demand gap eases to -3.8% from -8.7%; NAND to -3.3% from -6.1%.
  3. 03Server DRAM demand grows 53% and enterprise SSD demand 52%.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Samsung Electronics Co., Ltd.005930.KOStock219,500.00 KRWMarket closedtoday -4.15%Positive Citigroup Inc.CStock122.07 USD+0.23%today -0.84%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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