RAM prices expected to rise another 40-50% in Q3 2026, and then 30% more in Q4 as AI demand outpaces supply

Ethan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing that he expects memory prices to rise by 40% to 50% in the third quarter of 2026 compared to the prior quarter, and by another 30% to 40% in Q4....