Storage suppliers post record profits as DRAM supply stays tight with divergence by capacity
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TrendForce's weekly report (issue 008) published on November 2, 2026 shows that in the current semiconductor supply chain, GPUs have shifted from balanced supply-demand to tight, and MLCC lead times have extended to 38 weeks. DRAM lead times have shortened to 19 weeks but remain extremely tight, with tightness diverging by capacity—32GB/64GB RDIMM being the scarcest. Under these conditions, storage suppliers are recording record profits while their largest customers face mounting cash outflows. This weekly report is the sole coverage of the matter; the current picture is "high supplier profits, customer-side pressure, structural DRAM shortage."
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- TrendForce Insights Semiconductor Industry InsightsWeekly 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.
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