Weekly Radar 002: eSSD Demand is Reshaping NAND Supply
NAND suppliers are shifting capacity toward enterprise SSDs on recovering demand, but eSSD lead times still stretch to 16 weeks, far above the 8 weeks of a balanced market, and overall supply remains insufficient. Other highlights this week include reports that SK hynix is in early talks with Intel about producing memory chips in the US, and Huawei moving its Ascend 960DT up three quarters to early 2027 to catch up with NVIDIA.