Woofun AI reports that Jefferies predicts memory chip prices will increase by 40% to 50% quarter-on-quarter in the third quarter of 2026, driven by global supply shortages and robust AI computing demand. The forecast indicates a continued 30% to 40% quarter-on-quarter rise in the fourth quarter, leading to an overall year-on-year price increase of 40% to 45% by 2027.

Approximately 50% of global memory production capacity is currently secured through long-term agreements with major technology firms, restricting consumer electronics supply. Prices are not expected to decline until 2028, when 15% to 20% of new production capacity enters the market and domestic Chinese manufacturers expand output.