Memory Prices Forecast to Surge 40-50% in Q3 2026, Exceeding Market Expectations

According to Jefferies' latest report, memory prices are forecast to surge 40-50% in Q3 2026, followed by a further 30-40% increase in Q4, both exceeding market expectations of 15-20% growth. The price rally is driven by artificial intelligence industry customers signing long-term contracts and providing approximately 40% advance payments. Jefferies predicts price pressures may persist until 2028.
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