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  "path": "/260513/p3#a260513p3",
  "publishedAt": "2026-05-13T05:10:08.000Z",
  "site": "https://www.techmeme.com",
  "tags": [
    "Bloomberg",
    "Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains"
  ],
  "textContent": "Winnie Hsu / Bloomberg:\n**Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains** — The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.",
  "title": "Analysis: contract prices for NAND chips are up 600%+ since late September 2025, while those for DRAM chips are up ~400%, with analysts expecting further gains (Winnie Hsu/Bloomberg)"
}