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Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028

Investment firm Jefferies predicts memory chip prices will rise significantly in the second half of 2026. AI infrastructure demand and supply shortages are driving these costs. Meaningful relief is not expected until 2028.

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What changed

New analysis specifies quarterly price surge percentages for 2026 and identifies the duration of the shortage.

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  1. Jefferies Forecasts Memory Price Surges Through 2026 With No Relief Until 2028

    Investment firm Jefferies predicts memory chip prices will rise significantly in the second half of 2026. AI infrastructure demand and supply shortages are driving these costs. Meaningful relief is not expected until 2028.

    What's confirmed:

    • Jefferies predicts memory prices will rise 40% to 50% in Q3 2026.
    • Memory prices are expected to continue climbing through 2027.
    • Meaningful relief for memory prices is unlikely before 2028.
    • Hyperscaler demand for AI infrastructure is locking up supply.
    • Memory shortages are affecting companies including Apple and Microsoft.

    Still unconfirmed:

    • Chinese producers failed to deliver anticipated competitive pressure.
    confidence 90%