Memory
DRAM, NAND flash, eMMC, SSD and related memory products.
Lead-time range, Dec 2025 – Oct 2026 Reading the chartsThe shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
The shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
- 1January 15, 2026 — US Section 232 tariff: 25% on advanced logic imports.25% duty on advanced processors above compute/bandwidth thresholds takes effect; pricing pressure and country-of-origin re-engineering.source
Monthly status Status scale1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →
1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →Subcategories, October 2026
| Subcategory | Status | Lead time | Trend | Pricing | Note |
|---|---|---|---|---|---|
| DRAM | 4 · Critical | 26–52+ wks | rising | rising | |
| eMMC / SSD | 4 · Critical | 26–52+ wks | rising | rising |
Month by month
- Oct 20264 · CriticalMemory remains the clearest planning constraint.
- Sep 20264 · CriticalSelected families at 26 to 52 weeks; allocation remains a concern.
- Aug 20264 · CriticalModules, eMMC, memory cards and SSDs at 26 to 52 weeks; DDR4 and LPDDR4 on allocation; several low-density parts going end of life.
- Jul 20264 · CriticalCritical every month this year. Allocation and 26 to 52+ week ranges never eased.
- Jun 20264 · CriticalAllocation and price pressure continue; no easing signals.
- May 20264 · Critical26 to 52 weeks; allocation continues.
- Apr 20264 · CriticalBroad allocation; DRAM, eMMC, SSD at 26 to 52 weeks. Pricing up 80–90% QoQ on AI demand.
- Mar 20264 · CriticalBroad allocation across DRAM, eMMC, SSD with significant cost increases; select eMMC densities reaching EOL.
- Feb 20264 · CriticalVolatile: significant cost increases; allocation returning across PC DRAM, mobile RAM, eMMC, SSDs — lock in supply if you rely on these.
- Jan 20264 · CriticalStretching lead times and upward pricing; allocation risk returning for PC DRAM, mobile RAM, eMMC and SSDs.
- Dec 20254 · CriticalSevere allocation: DDR4 and LPDDR4 prices doubled; eMMC availability critically restricted.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Oct 2026 | 4 · Critical | 26–52+ wks | — |
| Sep 2026 | 4 · Critical | 26–52+ wks | — |
| Aug 2026 | 4 · Critical | 26–52+ wks | — |
| Jul 2026 | 4 · Critical | 26–52+ wks | — |
| Jun 2026 | 4 · Critical | 26–52+ wks | — |
| May 2026 | 4 · Critical | 26–52 wks | — |
| Apr 2026 | 4 · Critical | 26–52 wks | — |
| Mar 2026 | 4 · Critical | — | — |
| Feb 2026 | 4 · Critical | — | — |
| Jan 2026 | 4 · Critical | — | — |
| Dec 2025 | 4 · Critical | — | — |
Latest reading synthesized from: Future Electronics Market Conditions Report · Sourceability Lead Time Report — see methodology.