With two more 40% increases expected this year, investment bank Jefferies forecasts that the global memory price rally may continue through 2028
Svmuu News: Investment bank Jefferies stated in its latest report that the global rise in memory prices may exceed market expectations, with no improvement expected until 2028 at the earliest. The report forecasts that memory prices will rise by 40% to 50% in the third quarter of this year compared to the previous quarter, with a further increase of 30% to 40% expected in the fourth quarter—higher than the market’s projected 15% to 20% increase. The price increases are primarily driven by the willingness of customers in the artificial intelligence sector to sign long-term contracts and provide approximately 40% in advance payments.
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