Contract prices for both NAND and DRAM have jumped by an estimated 15-20% in the fourth quarter of 2025, according to numbers published by DigiTimes on September 17, an off-season surge the publication ties directly to AI infrastructure build-outs and supply tightness.
“Supply shortages led to aggressive procurement from cloud service providers, with high-stack 3D NAND products nearly sold out,” writes DigiTimes, adding that, “3D NAND… has attracted strong priority purchasing interest from CSP…
