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Jefferies: Global Storage Chip Prices May Rise 40-50% in Q3, Driven by AI Demand and Supply Constraints

GateNews
Stocks
CHIP-2.06%
According to Jefferies in a report released on June 21, global storage chip prices may rise significantly more than market expectations, with projected increases of 40-50% in Q3 2026 and 30-40% in Q4—well above prior forecasts of 15-20%. The surge is driven by cloud giants locking in long-term supply agreements and expanding AI server demand, while major memory manufacturers show limited willingness to expand capacity. Excluding Chinese producers, global storage bit supply is expected to grow only 7-8% in 2026, primarily from process migration rather than new wafer capacity. Combined DRAM and NAND supply shortfalls may reach 150,000-200,000 wafers per month. Cloud providers have already signed two-year contracts covering approximately 50% of industry capacity, with potential to reach 70%, leaving consumer electronics makers facing tighter supply constraints.
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