DRAM lead times hit 20 weeks, NAND suppliers short of DRAM cache, HDDs at 50 weeks, traders say

Traders report DRAM lead times have hit 20 weeks versus a normal 8, with enterprise SSD supply tightening and NAND suppliers unable to secure enough DRAM cache to complete full-drive shipments. HDDs are reportedly even worse at 50 weeks, with relief unlikely before late 2027.

Detected & updated continuously · Source: Nebula