§ feed · storyline

NAND chip prices surge 600% since September, DRAM up 400%

NAND chip contract prices have risen over 600% since late September 2025 and DRAM prices around 400%, driven by AI-related demand straining global memory supply.

May 13 · 07:10:08 · primary fetch1 sourceupdated May 13 · 07:10:08

Winnie Hsu / Bloomberg: Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains — The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.

read full article on techmeme.com ↗

§ sources1 publication · timeline below

techmeme.comAnalysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)primary07:10:08