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.

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.

Source: TechMeme
Source Link: https://www.techmeme.com/260513/p3#a260513p3