TrendForce Puts DRAM Lead Times at 19 Weeks as Supply Stays Very Tight
TrendForce's Weekly Radar 008, published November 2, reports DRAM lead times shortened to 19 weeks, against a balanced-market guideline of 8 weeks.
1 source 6d ago
Reporting from 1 source: ASCII.jp.
Why it matters
A one-week improvement in lead times still leaves DRAM procurement at more than double the balanced guideline, and the shortage is now concentrated by capacity, so server buyers of 32GB and 64GB RDIMMs face the tightest conditions.
Key Facts
- TrendForce published the DRAM figures in its Weekly Radar 008 report on November 2.
- DRAM lead times shortened to 19 weeks, a one-week easing.
- TrendForce's balanced-supply guideline for lead times is 8 weeks.
- Supply is rated Very Tight, with the tightest conditions in 32GB and 64GB RDIMM server modules.
- TrendForce says the DRAM shortage cannot yet be called resolved.
The firm still calls supply Very Tight, with the tightest conditions in 32GB and 64GB RDIMM modules used mainly in servers. Lead times eased by a week, but supply has not returned to a state with ample room.
TrendForce's Weekly Radar 008 sets the balanced-supply benchmark for DRAM lead times at 8 weeks. The current figure of 19 weeks is more than double that, which is why the firm keeps its supply assessment at Very Tight despite the one-week easing.
The pressure is not spread evenly across the market. It is concentrated in 32GB and 64GB RDIMM modules, which are mainly used in servers. Shortened lead times and tight supply are coexisting in those capacities, and the firm says the shortage cannot yet be called resolved.
Written with AI by Yomimono from the 1 cited source below, including Japanese-language reporting where cited. See our editorial policy.
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Sources
- ASCII.jp メモリ不足まだ続く DRAM納期短縮も、供給は「非常に逼迫」