TrendForce Insights 半导体产业洞察· TrendForce·· 4 小时前AI 评分30
TrendForce 周报 009：中美需求分化，DRAM 与 eSSD 走势背离
Weekly Radar 009: U.S.-China Demand Diverges Across DRAM and eSSD
AI 导读
TrendForce 周报指出，DRAM 供应仍然非常紧张，但略有缓解，交货周期降至 18 周，DRAM 与 eSSD 的区域需求分化日益明显。同时，政治与治理风险笼罩 AI 交易：民主党中期选举获胜可能带来更严格的 AI 与数据中心监管，NVIDIA 也面临相关不确定性。
正文 · 原文
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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来源： TrendForce Insights 半导体产业洞察 · insights.trendforce.com