Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028
Analysts at Jefferies predict significant surges in memory prices throughout 2026 due to persistent supply shortages and high demand for AI compute. Relief is not expected until 2028, as long-term contracts with major tech firms further limit supply for consumer electronics.
Why it matters
Rising memory costs will likely lead to increased retail prices for PCs, smartphones, and consoles, impacting global consumer electronics markets.
Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.
The article reports on market analysis and financial projections without taking a political stance.
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