Weekly Radar 005: AI Demand Pulls DRAM Supply Toward Servers
· Source: insights.trendforce.com
In short
TrendForce's Weekly Radar 005 reports that memory and storage supply remain very tight well into 2027, with DRAM at 20 weeks against an 8-week balanced benchmark as suppliers shift bit supply from PC DRAM toward server DRAM. Cloud service providers are locking up eSSD and HDD supply through 2027 with HDD lead times still around 50 weeks, while Terafab and Tesla/SpaceX fab plans, ASML and TSMC earnings, and the OCP Global Summit put foundry capacity, 800 VDC power, liquid cooling and optical networking in focus. The week's top industry shifts include Samsung's record 3Q26 guidance, Intel's continued involvement in Terafab, and AMD's Lisa Su seeking 3-5 year memory partnerships in Korea.
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Tags: memory, DRAM, semiconductors, supply chain, foundry, data centers