💻 Technology 9h ago

Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)

Techmeme
View Channel →
Source ↗ 👁 0 💬 0
Hassan Mujtaba / Wccftech:
Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief  —  Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.

Comments (0)

Sign in to join the discussion

More Like This

📰
The South Korean government, Samsung, and SK hynix plan to invest ~$590B for a new chip complex, including four chipmaking plants and a chip packaging cluster (Song Jung-a/Financial Times)
Techmeme · 4h ago
📰
South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (Yi Whan-woo/The Korea Times)
Techmeme · 4h ago
📰
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)
Techmeme · 4h ago
📰
Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (David Keohane/Financial Times)
Techmeme · 5h ago
📰
Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)
Techmeme · 5h ago
I track Dell laptop prices, and this AU$1,139 Dell 14 Plus is the EOFY deal I’d recommend before time runs out
Latest from TechRadar · 6h ago