The Memory Crisis Isn’t Going to Ease, and You Will Pay the Price for It, Says a Research Firm

The memory crisis isn’t going to ease, and you will pay the price for it, says a research firm

Two research firms just confirmed what the memory crisis feels like: more expensive phones and laptops, with no meaningful price relief before 2028.

P Equity Research 📰 (@pequityresearch)

Jefferies: Memory Outlook > Memory pricing is expected to rise sharply in the near term—climbing 40%–50% QoQ in 3Q26 and another 30%–40% QoQ in 4Q26. > Price hikes are likely to continue into 2027, with a projected 40%–45% YoY increase due to zero wafer capacity growth. > Cloud Service Providers (CSPs) are locking down 50% of total capacity (potentially rising to 70%) by signing 2-year LTAs that require a 40% prepayment. > No CE players have sig…

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 i…