RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply

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

Jefferies forecasts memory +50% Q3 2026, +40% Q4, no relief until 2028 as shortages and hyperscaler contracts lock 70% capacity. For IT managers, sustained capex pressure on infrastructure; consumer devices face retail hikes as CSP demand dominates supply into 2027.