Jefferies: Storage chip prices may soar significantly in the second half of 2026, with a decline expected by 2028
By: rootdata|2026/06/29 09:42:08
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According to Wccftech, investment bank Jefferies' latest research report indicates that due to the ongoing global supply shortage and strong demand for AI computing power, memory chip prices are expected to see a significant increase in the second half of 2026 and in 2027.
The report predicts that memory chip prices will rise by 40% to 50% quarter-on-quarter in the third quarter of 2026, and will continue to rise by 30% to 40% quarter-on-quarter in the fourth quarter; by 2027, the overall year-on-year price increase will reach 40% to 45%. It is not until 2028, with the introduction of 15% to 20% of new production capacity into the market, that prices are expected to decline.
Additionally, the report emphasizes that currently about 50% of global memory production capacity is locked in by long-term agreements (LTA) with large technology companies, which will further compress supply in the consumer electronics market and drive up end-user costs. Analysts also believe that before the large-scale expansion of capacity by domestic Chinese memory manufacturers in 2028, it will be difficult to significantly alleviate the tight situation and prices in the global market.
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