Jefferies said in a new report that the global rise in memory prices may exceed market expectations and may not improve until as early as 2028.
According to Odaily, the investment bank forecast memory prices will increase 40% to 50% in the third quarter of this year from the previous quarter, followed by a further 30% to 40% rise in the fourth quarter, compared with market expectations of 15% to 20%.
Jefferies attributed the price increases mainly to artificial intelligence industry customers willing to sign long-term contracts and provide about 40% in prepayments.
AI TRENDS | Jefferies Expects Memory Prices to Rise Faster Than Market Forecasts
2026-06-23 03:24:09
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
