Industry
Memory prices set for another surge, up to 50 percent in Q3, AI-driven supply crunch seen until 2028
Memory prices are expected to jump 40 to 50 percent in the third quarter of 2026 from the previous quarter and rise another 30 to 40 percent in the fourth quarter. Jefferies Equity Research sees little clear improvement through 2028, citing supply shortages driven by rising AI demand. Long-term contracts and delayed capacity additions could keep consumer supply tight, while a U.S. lawsuit alleges major makers inflated prices.
