DRAM supply remains tight, lead times drop to 18 weeks
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According to TrendForce Weekly Report 009 (2026-11-09), DRAM supply remains very tight, though slightly eased from before, with delivery lead times down to 18 weeks. The report also notes that regional demand divergence between DRAM and eSSD is becoming increasingly pronounced, with demand trends diverging between China and the US. In addition, political and governance risks are pressuring AI-related trades: a Democratic victory in the midterm elections could bring stricter AI and data center regulation, and NVIDIA also faces related uncertainty.
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- TrendForce Insights Semiconductor Industry InsightsWeekly 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.
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