Institution: Storage chip prices may be closer to peak

On 28 July, in a study, Jefferies analysts indicated that the price of stored chips might be closer to peaks. While the market expects a further 25-30 per cent increase in the price of stored chips over the ring in the third quarter, the latest industry verification by Jefferies suggests that the increase may be more moderate, ranging from 15 to 20 per cent. According to their analysts, most of the price increases were driven by cloud service providers, while manufacturers of consumer electronics showed fatigue in further increases. “The prospects for further ring-up in 2027 are less visible”, says Jefferies' analysts, and adds that storage chip prices may have peaked earlier than expected。