Weekly Radar 009: U.S.-China Demand Diverges Across DRAM and eSSD
Weekly Radar 009: U.S.-China Demand Diverges Across DRAM and eSSD
TrendForce's weekly report notes that DRAM supply remains very tight but is easing slightly, with lead times falling to 18 weeks, and regional demand for DRAM and eSSD is increasingly diverging. Meanwhile, political and governance risks loom over AI trades: a Democratic midterm win could bring stricter AI and data center regulation, and NVIDIA faces related uncertainty.
DRAM remains Very Tight despite another slight easing. Lead times fell to 18 weeks, while regional demand divergence are becoming more visible across both DRAM and eSSD.
New political and governance risks are hanging over the AI trade. Democrats’ midterm win raises the prospect of tighter AI and data-center oversight, while NVIDIA …
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Source: TrendForce Insights Semiconductor Industry Insights · insights.trendforce.com