Analysis: NAND chip contract prices surge over 600% since late September 2025, while DRAM chip prices rise approximately 400%, with analysts predicting continued increases (Winnie Hsu/Bloomberg)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
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Source: Techmeme
Price Increases for Chips: Contract prices for NAND chips have surged over 600% since late September 2025, while DRAM chip prices have risen approximately 400%.
Market Expectations: Analysts anticipate further price gains due to ongoing supply shortages in global memory chips.
Impact of AI Demand: The increasing demand for artificial intelligence is contributing to the widening gap in corporate results and stock performances.
Global Shortages: The worsening shortage of memory chips is primarily driven by the growing needs of the AI sector.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
