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Chronicles

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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.

Wccftech Hassan Mujtaba

Discussion

  • @breakify @breakify on bluesky
    Recently tore apart my old computer from almost a decade ago.  Saw that I had four sticks of DDR4 in there and a 1 TB Gen 3 SSD.  I felt like I won the lottery.  I hate this so much 😭
  • r/pcmasterrace r on reddit
    Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028
  • r/MU_Stock r on reddit
    Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028
  • r/LocalLLaMA r on reddit
    Samsung, SK hynix, Micron Sued in US Over Memory Price Fixing