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# NAND and DRAM prices surge 600% and 400% in three months
- URL: https://adjacent.media/signals/nand-and-dram-prices-surge-600-and-400-in-three-months/
- Published: 2026-05-13T16:08:55.000Z
- Updated: 2026-05-13T16:08:55.000Z
- Description: Memory chip prices spiked sharply since late September, with NAND gains outpacing DRAM. The speed of the increase points to either genuine capacity shortage or manufacturer and buyer hoarding. Either way, downstream products will need immediate price adjustments.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, hardware, semiconductor pricing, infrastructure costs

Source: [Bloomberg](https://www.bloomberg.com/news/articles/2026-05-13/deepening-memory-crunch-widens-gap-between-stock-winners-losers?ref=adjacent.media)

Memory chip prices spiked sharply since late September, with NAND gains outpacing DRAM. The speed of the increase points to either genuine capacity shortage or manufacturer and buyer hoarding. Either way, downstream products will need immediate price adjustments. If prices continue climbing as analysts expect, we'll see either hyperscalers accelerate their own chip manufacturing or buyers shift toward alternative architectures.