MARKET
Weekly brief: memory indicators point to a transition phase
NANDWatcher described the week beginning July 27 as a transition regime with medium confidence and decelerating upward momentum.
The NANDWatcher brief describes spot indicators that are still rising, but more slowly, with module pass-through lagging and no contract reset observed.
This is market intelligence, not a price commitment. Procurement teams should record quote validity and approval timing separately rather than applying an index directly to a specific bill of materials.