TechBloomberg1h ago
Analysis: contract prices for NAND chips are up 600%+ since late
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 articleSource: Bloomberg · Opens in new tab