Weekly Radar 008: DRAM Tightness Splits by Capacity

GPU supply tightens as the Rubin transition begins, while MLCC lead times extend.

This Week in 30 Seconds

• This week’s radar shows mixed moves. GPU shifts from Balanced to Tightening, MLCC lead times extend to 38 weeks, and DRAM eases to 19 weeks but remains Very Tight, especially for 32GB/64GB RDIMMs.

• Memory suppliers are posting record profits while their largest customers face rising cash outflows. Samsung and SK hynix reported recor…