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Expert Warns Memory Prices Will Climb Up To 50% Per Quarter, With No Relief Until 2028
The global memory industry is in a precarious state as demand from the AI sector leads to significant production shortages. Financial firm Jefferies predicts prices will climb between 40-50% sequentially in early 2024, continuing the upward trajectory well into 2027. The anticipated relief may not manifest until 2028 when increased production capacity could lead to price drops. China's emerging memory manufacturers may eventually ease some of these pressures, although their impact is predicted to be limited until at least 2028.
MonitorConfidence: HighMid term horizonSupply chain risk: High
Published 22 Jun 2026, 18:20 UTC3 min read
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Summary
TL;DR
- Memory prices expected to increase by 40-50% in Q3 2023.
- Annual price hike could reach 40-45% by 2027.
- Potential price easing forecasted for 2028.
- Aggressive demand from the AI sector is driving price increases.
- Chinese companies investing heavily in memory production.
Interesting facts
- Chinese firm CXMT is entering the DDR5 market, providing competitive pressure.
- Analysts highlight a technology gap between Chinese and established memory manufacturers.
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