Goldman: "Structural Supply Crunch" In Memory To Squeeze PC Supply

Readers are well familiar with our coverage of the memory crunch and the resulting price shock late last year and through the first quarter of this year, which has pushed consumer device prices higher while squeezing the margins of some of the largest hardware makers.

The latest note from Goldman analysts, led by Katherine Murphy, points to more doom and gloom for the PC market, warning that a "structural supply crunch in the memory market" will "