Jefferies: DRAM and NAND prices to jump 40%–50% in Q3 2026 and 30%–40% in Q4, with relief not expected until 2028

Jefferies Equity Research expects DRAM and NAND prices to rise 40%–50% quarter-on-quarter in Q3 2026, followed by another 30%–40% increase in Q4 2026. The report also projects 2027 pricing to be up 40%–45% year-on-year. It attributes the tight market to constrained global supply, a surge in AI-driven demand and delayed new capacity, while saying Chinese suppliers are unlikely to ease shortages in the near term. Micron has signed 16 Strategic Customer Agreements and long-term contracts could reach 70%, further limiting supply for consumer devices.

Disclaimer: The content above is only the author's opinion and does not represent BingX’s stance. It shall not be construed as investment advice from BingX. For details, refer to the Terms and Conditions.

Risk Warning

Cryptocurrencies and their derivatives are innovative financial products with great volatility and high investment risks.

Although BingX is committed to providing users with easy-to-use trading tools, trading itself is still a highly sophisticated field. Trading digital assets and their derivatives are subject to high market risk and price volatility and may result in partial or total loss of account funds. You must carefully consider and exercise clear judgment to evaluate your financial situation and the aforementioned risks before using BingX Services. You shall be responsible for all losses arising therefrom. If necessary, please consult relevant professionals to make informed decisions before investing. By accessing, downloading, using or clicking on "I agree" to accept any BingX Services provided by BingX, you agree that you have read, understood and accepted all of the terms and conditions stipulated in BingX Terms of Use as well as our Privacy Policy.

Trading by copying or replicating the trades of other traders involves a high level of risks, even when copying or replicating the top-performing traders. Past performance of a BingX community member is not a reliable indicator of his future performance. Content on BingX's trading platform is generated by members of its community and does not contain advice or recommendations by or on behalf of BingX.