https://www.live-feeds.com/feed/jefferies-warns-memory-prices-will-surge-50-in-q3-2026-and-another-40-in-q4-with-no-relief-until-2028Continuously updated, source-cited coverage. https://www.live-feeds.com/feed/jefferies-warns-memory-prices-will-surge-50-in-q3-2026-and-another-40-in-q4-with-no-relief-until-2028https://www.live-feeds.com/feed/jefferies-warns-memory-prices-will-surge-50-in-q3-2026-and-another-40-in-q4-with-no-relief-until-2028#u24623Sat, 04 Jul 2026 15:47:16 +0000Investment 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