This year, with two more 40% increases, investment bank Jefferies expects the global memory price rally could extend into 2028

Odaily reported that investment bank Jefferies stated in its latest report that the global memory price rally may exceed market expectations, with improvements unlikely until 2028 at the earliest. The report estimates that memory prices in the third quarter of this year will rise by 40% to 50% quarter-over-quarter, and may further increase by 30% to 40% in the fourth quarter, higher than the market's expected 15% to 20%. The price increase is primarily driven by AI industry customers willing to sign long-term contracts and provide approximately 40% in advance payments.