Jefferies Predicts Storage Chip Prices to Surge 40-50% in Q3 2026, Decline After 2028

CHIP-2.01%
According to a Jefferies investment bank research report, storage chip prices are projected to surge 40-50% quarter-over-quarter in Q3 2026 and an additional 30-40% in Q4, driven by sustained global supply shortages and robust AI computing demand. The bank forecasts a 40-45% year-over-year price increase across 2027, with prices expected to decline in 2028 as 15-20% of new production capacity enters the market. The report notes that approximately 50% of global storage production capacity is already locked in long-term agreements with major technology companies, further constraining supply for consumer electronics and raising end-user costs.
Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.
Comment
0/400
No comments