---
title: "With DRAM contract prices set to rise 60%-70% in the 1st quarter (Q1) and NAND likely up 80%-100%, i"
description: "With DRAM contract prices set to rise 60%-70% in the 1st quarter (Q1) and NAND likely up 80%-100%, inventory at Taiwan’s memory makers could provide an NT$100 billion (US$3.2 billion) windfall, media "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000426337.md"
published_at: "2026-01-27T03:21:20.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# With DRAM contract prices set to rise 60%-70% in the 1st quarter (Q1) and NAND likely up 80%-100%, i

With DRAM contract prices set to rise 60%-70% in the 1st quarter (Q1) and NAND likely up 80%-100%, inventory at Taiwan’s memory makers could provide an NT$100 billion (US$3.2 billion) windfall, media report, adding price negotiations suggest big memory chip price increases, even doubling, should no longer be seen as a surprise due to the supply crunch caused by AI data center demand. 1/2 $Micron Tech(MU.US) $HXSCL $SSNLF #SKhynix #Samsung #Semiconductors

Source: Dan Nystedt

### Related Stocks

- [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md)
- [SSNGY.US - Samsung Electronics ](https://longbridge.com/en/quote/SSNGY.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.