In Jefferies' most recent equity research report, it is highlighted that owing to the worldwide scarcity of memory supply, the prices of memory products, such as DRAM, are set to keep escalating in 2026. Specifically, a quarter-on-quarter price hike of 40% to 50% is anticipated in the third quarter, with a further increase of 30% to 40% expected in the fourth quarter. The year-on-year rise in 2027 might reach 40% to 45%, and it is not until 2028 that industry prices are likely to experience a decline.
