Jefferies analysts said in a research report that the price of memory chips may be closer to the peak. Although the market expects the price of memory chips to rise by another 25%-30% month-on-month in the third quarter, Jefferies's latest industry verification indicates that the increase may be more moderate, between 15% and 20%. Analysts at Jefferies believe that most price increases are being driven by cloud service providers, while consumer electronics manufacturers are fatigued about further price increases.” The prospects for further month-on-month increases in 2027 are less visible,” Jefferies analysts said, adding that memory chip prices may peak earlier than expected.

Jefferies analysts said in a research report that the price of memory chips may be closer to the peak. Although the market expects the price of memory chips to rise by another 25%-30% month-on-month in the third quarter, Jefferies's latest industry verification indicates that the increase may be more moderate, between 15% and 20%. Analysts at Jefferies believe that most price increases are being driven by cloud service providers, while consumer electronics manufacturers are fatigued about further price increases.” The prospects for further month-on-month increases in 2027 are less visible,” Jefferies analysts said, adding that memory chip prices may peak earlier than expected.