Artificial intelligence-focused information center investments continue to increase price pressure in the global memory market. According to the new report prepared by Jefferies, the upward trend in memory chip prices will continue its effect in the second half of 2026.

It is predicted that this situation may lead to maintaining high price levels throughout 2027. This price pressure in the sector is felt on both consumer electronics, server and artificial intelligence hardware.

2027 may also occur with increases

According to the report, global memory prices are expected to increase by 40 to 50 percent in the third quarter of 2026 compared to the previous quarter. In the last quarter of the year, prices are expected to rise again by 30 to 40 percent.

It is said that the sector may face sharp price increases for two consecutive quarters. These assumptions are not limited to 2026 and it is stated that high price levels will be maintained throughout 2027.

It is estimated that average prices in 2027 may be 40 to 45 percent higher than in 2026. This means that the pressure on hardware costs will continue for a long time.

Relief in prices is expected in 2028

The report, which seeks answers to the question of when prices in the market will begin to relax, reveals that the first significant relief can be seen in 2028. With the introduction of new capacities and the strengthening of the supply side, there may be a decrease of 15 to 20 percent in the average sales price of memory chips.

These assumptions largely overlap with the projections shared by different institutions. In light of current information, it does not seem likely that the industry will return to the era of cheap memory in the short term.

Demand for high-bandwidth memory and general DRAM, especially for AI servers, may continue to keep the market balance upward until the end of 2027.

What do you think about this long-term increase expectation in memory prices?