Is the RAM apocalypse making you unhappy because the device you want to buy is unaffordable due to price increases? Our recommendation since the end of 2025 was that the best time to buy a device is yesterday and the second best time is today. According to Jefferies Equity Research analysts' forecasts, our recommendation is correct because RAM prices are predicted to continue to rise in the near future.
Jefferies Equity Research predicts that RAM prices will increase between 40-50% in Q3 2026 before increasing another 30-40% in Q34 2026. Then in early 2027, it will increase again by 40-45% due to continued high demand but still low production capacity. Factors such as factory shortages and the migration to newer memory nodes are still ongoing.
RAM prices are only expected to fall 15-20% in 2028 as production stabilizes. Previously, the industry had hoped that ChangXin Memory Technologies (CXMT) would offer cheaper memory than SK Hynix, Micorn and Samsung.
But this prediction was far from accurate and CXMT was blacklisted by the United States for allegedly collaborating with the Chinese military. Last week, Apple was reported to have requested specific permission to purchase CXMT RAM for its product production needs.
