The Memory Crisis Isn’t Going to Ease, and You Will Pay the Price for It, Says a Research Firm
5 Articles
5 Articles
A 16GB DDR5 memory module could touch the 500 euros in the fourth quarter of 2026. What until a year ago was a standard component in any equipment has become a strategic asset that is reconfiguring the global technology supply chain.The analysis firm Jefferies Equity Research foresees price increases of up to 50% in the third quarter, to which would add a new rebound of between 30% and 40% during the final stage of the year. Keys of the operatio…
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…
Wccftech
BizTocJefferies 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…
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