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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…
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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…
We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.
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