AI is driving the cost of memory up, and its going to get worse
According to a report by Jefferies Equity Research, memory prices are expected to see a 40-50% rise in Q3 2026 versus the current quarter. Following Q3, the market should brace for another 30-40% hike in Q4 2026. In 2027 a 40-45% Year-on-Year price hike is suggested.