Technology
Memory shortage deepens as Nanya lifts DRAM contract prices by up to 20%
Taiwan's Nanya Technology is reportedly raising DRAM contract prices by up to 20% after record September revenue, the latest signal of an intensifying AI-driven memory shortage. TrendForce expects conventional DRAM contract prices to rise 10-15% in the fourth quarter, with NAND flash climbing 15-20%. Micron has said about 75% of its 2027 memory output is already committed to AI data-centre buyers, while Samsung and SK hynix have locked large portions of capacity into long-term agreements. Analysts do not expect meaningful new supply before late 2028.