Weekly Radar 009: U.S.-China Demand Diverges Across DRAM and eSSD

U.S. demand stays robust while Chinese buyers scale back.

This Week in 30 Seconds

• 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 …