NAND contract prices surge over 600% since September 2025, DRAM up about 400%

NAND and DRAM contract prices have surged as AI demand strains supply, with some categories up sharply since September 2025.

Manufacturers are struggling to keep up, and device makers are already facing shortages, higher costs, and delayed product launches.

The squeeze is lifting profits for chipmakers like Samsung and SK Hynix while pressuring the wider electronics supply chain.

Persistent memory shortages could keep consumer electronics prices elevated for longer.