Jefferies expects global memory prices to continue rising until 2028, with higher than expected gains in the third and fourth quarters
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Jefferies stated in the report that the global rise in memory prices will continue until 2028. Jefferies expects memory prices to rise by 40% to 50% in the third quarter of this year compared to the previous quarter, and by 30% to 40% in the fourth quarter, exceeding market expectations of 15% to 20%. The reason for the price increase is that customers in the artificial intelligence industry sign long-term contracts and provide about 40% advance payment.