Language:
Instant News and Commentaries
Jefferies Opines Memory Chip Prices May Be Closer to Peaking, Expects 3Q Price Growth to Slow to 15-20%
28 Jul 2026 12:53
Memory chip prices may be closer to peaking, Jefferies opined in a research report. Although the market forecast memory chip prices to ascend 25-30% QoQ in 3Q26, its latest industry checks indicated that the increment may only range between 15% and 20%.

The report noted that most of the price increases were motivated by cloud service providers, while consumer electronics manufacturers have shown signs of fatigue toward further price hikes. Therefore, visibility for further QoQ price increases next year is relatively low, and memory chip prices may peak earlier than market expectations.
~

AASTOCKS Financial News
Website: www.aastocks.com
SG Top Picks
Stock & Type Code Strike(Call Level) Last Effective Gearing
SMIC (C) 29889 105 (-) 0.037 4.4 X
SMIC (C) 26591 83.93 (-) 0.072 5.6 X
SMIC (C) 15962 82 (-) 0.088 3.9 X
SMIC (P) 28871 62 (-) 0.095 4.7 X
SMIC (Bull) 55707 62.2 (62.8) 0.025 13.3 X
SMIC (Bull) 63444 59.4 (60) 0.039 8.6 X
SMIC (Bear) 61094 85.6 (85) 0.080 4.2 X
SMIC (Bear) 62454 80.6 (80) 0.060 5.6 X
GIGA (Bull) 60530 423 (448) 0.031 7.6 X
GIGA (Bull) 61315 378 (408) 0.052 4.5 X
Nvidia (C) 11185 275 (-) 0.099 7.6 X
Nvidia (P) 11090 168 (-) 0.088 5.8 X
AMD (C) 11214 700 (-) 0.320 5.1 X

 

Information Provided by AAStocks Financial News [Disclaimer]
Subscribe Newsletter
Get the latest news from us by inputing your email address here.
(Please read our Privacy Policy)