Goldman Cuts PC Shipment Outlook Three Straight Years On Memory Costs
Analyst Allen Chang now sees 2026 shipments falling 14%, 2027 down 5%, and 2028 flat, as memory chip prices squeeze upgrade budgets.
- 2026 PC shipment forecast cut from -10% to -14% year-over-year growth, Goldman says.
- 2027 outlook flipped from +3% growth to a 5% shipment decline.
- 2028 growth forecast slashed from +3% to flat, zero percent change.
Why it matters: A chip shortage feeding AI datacenters now sets the price of every laptop bought for three years.
ZeroHedge (citing Goldman Sachs analyst Allen Chang note) ↗ · Jul 16, 20267/16/26