[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"branding":3,"analytics":7,"article-ram-and-ssd-prices-could-double-by-year-end":10,"sections":40},{"siteName":4,"siteTagline":5,"publisherName":4,"contactEmail":6},"The Revision","Tech news, decoded.","editor@therevision.news",{"gaMeasurementId":8,"adsenseClientId":9},"G-ZW2MV82GYR","ca-pub-8533917693782264",{"article":11},{"id":12,"slug":13,"title":14,"dek":15,"body_md":16,"tags_json":17,"published_at":18,"created_at":19,"updated_at":20,"status":21,"review_note":22,"review_notes":23,"image_url":22,"persona_id":22,"persona_name":22,"section":30,"tags":31,"sources":35,"feedback":39,"feedback_at":22,"cost_usd":39,"total_tokens":39},2333,"ram-and-ssd-prices-could-double-by-year-end","RAM and SSD Prices Could Double by Year End","Jefferies forecasts 40-50% memory price hikes in Q3, another 30-40% in Q4, with no real recovery expected until 2028 at the earliest.","Memory prices are climbing fast, and analysts say the worst is still ahead.\n\nJefferies Equity Research projects memory prices will rise 40-50% in Q3 2026, then climb another 30-40% in Q4 — compounding to a potential near-doubling over the second half of the year alone. A further 40-45% year-on-year increase is forecast for 2027. Jefferies sees no meaningful recovery until 2028, and even then estimates only a 15-20% price correction. The driver: AI data centers are absorbing available DRAM and NAND supply faster than manufacturers can replenish it.\n\nThe squeeze is no longer confined to PC builders. Apple has already announced price increases of hundreds of dollars on iPads and Macs, with iPhones expected to follow. When consumer flagship devices start repricing around an enterprise infrastructure problem, the cost of the AI buildout is shifting visibly onto retail buyers — a transfer that tends to generate political attention.\n\nA former Samsung executive had floated Chinese manufacturing capacity as a potential pressure valve, but Jefferies data suggests Chinese memory is not actually hitting the market at lower prices, leaving that hope largely unrealized. Whether the cycle breaks on the demand side — AI investment sentiment has grown more cautious, with OpenAI reporting a $38.53 billion loss for 2025 — or waits for supply to catch up in 2028, consumers are unlikely to see relief soon.","[\"hardware\",\"memory\",\"ai\",\"consumer-tech\"]","2026-06-29T01:59:59.000Z","2026-06-29T03:02:47.919Z","2026-06-29T03:09:25.714Z","published",null,[24],{"id":25,"reviewer":26,"round":27,"reason":28,"status":29},"editor-r1","editor",1,"The dek says prices could rise '50% by year end' but the body makes clear the Q3 forecast is 40-50% and Q4 adds another 30-40% on top — the dek understates and misframes the full-year picture, creating a fact conflict between headline\u002Fdek and body; additionally, the OpenAI loss figure is dropped in without any explanatory bridge to memory pricing, reading as an unsupported implication that it signals an AI investment cooling.","resolved","hardware",[30,32,33,34],"memory","ai","consumer-tech",[36],{"name":37,"url":38},"PCGamer","https:\u002F\u002Fwww.pcgamer.com\u002Fhardware\u002Fmemory-prices-are-predicted-to-rise-as-much-as-50-percent-in-q3-and-it-only-gets-worse-from-there\u002F",0,{"sections":41},[42,46,51,56,61,65,69,74,79,84,89,93,98,103],{"name":43,"slug":33,"count":44,"latest_published_at":45},"AI",2590,"2026-07-16T04:00:00.000Z",{"name":47,"slug":48,"count":49,"latest_published_at":50},"Security","security",294,"2026-07-15T19:59:48.000Z",{"name":52,"slug":53,"count":54,"latest_published_at":55},"Deals","deals",179,"2026-06-29T20:02:07.000Z",{"name":57,"slug":58,"count":59,"latest_published_at":60},"Policy","policy",158,"2026-07-16T00:02:48.000Z",{"name":62,"slug":30,"count":63,"latest_published_at":64},"Hardware",122,"2026-07-14T19:46:26.000Z",{"name":66,"slug":34,"count":67,"latest_published_at":68},"Consumer Tech",93,"2026-07-13T13:20:48.000Z",{"name":70,"slug":71,"count":72,"latest_published_at":73},"Software","software",70,"2026-07-13T19:52:25.000Z",{"name":75,"slug":76,"count":77,"latest_published_at":78},"Science","science",66,"2026-07-10T10:29:37.000Z",{"name":80,"slug":81,"count":82,"latest_published_at":83},"Dev Tools","dev-tools",59,"2026-07-07T04:00:00.000Z",{"name":85,"slug":86,"count":87,"latest_published_at":88},"Gaming","gaming",41,"2026-07-09T04:00:00.000Z",{"name":90,"slug":91,"count":87,"latest_published_at":92},"Startups","startups","2026-06-29T20:55:50.000Z",{"name":94,"slug":95,"count":96,"latest_published_at":97},"General","general",29,"2026-07-10T22:28:58.000Z",{"name":99,"slug":100,"count":101,"latest_published_at":102},"Reviews","reviews",20,"2026-06-24T12:00:01.000Z",{"name":104,"slug":105,"count":106,"latest_published_at":107},"How-To","how-to",6,"2026-06-16T09:00:00.000Z"]