Weekly Radar 008: DRAM Tightness Splits by Capacity
Weekly Radar 008: DRAM Tightness Splits by Capacity
TrendForce's weekly semiconductor supply chain report shows GPUs shifting from balanced supply-demand to tightness, MLCC lead times extending to 38 weeks, and DRAM lead times shortening to 19 weeks while remaining extremely tight, with 32GB/64GB RDIMM the scarcest. Memory suppliers are posting record profits while their largest customers face growing cash outflows.
This week’s radar shows mixed moves. GPU shifts from Balanced to Tightening, MLCC lead times extend to 38 weeks, and DRAM eases to 19 weeks but remains Very Tight, especially for 32GB/64GB RDIMMs.
Memory suppliers are posting record profits while their largest customers face rising cash outflows. Samsung and SK hynix reported recor…
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Source: TrendForce Insights Semiconductor Industry Insights · insights.trendforce.com