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

Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.

Memory Prices Will Continue Going Up, Massive 50% Hike In Q3 2026 Followed By Another 40% In Q4

Ongoing memory shortages continue to result in higher prices across the tech industry. With no positive outlook presented by the big three DRAM makers, Samsung, SK Hynix, Micron, and China's CXMT not being the savior that the industry hoped for as the "Cheap Chinese Memory" narrative was nothing but a myth, analysts expect the prices to see a sharp increase in the coming quarters of 2026.

According to Jefferies Equity Research, it is reported that memory prices are expected to see a 40-50% rise in Q3 2026 versus the current quarter. Following Q3, the market should brace for another 30-40% hike in Q4 2026. In 2027.

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