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PC DDR5 Transition Advances, NLHDD Shortage Driving Further eSSD Demand
- 2025-08-29
- Review
Smartphone shipment projections remained stable this month. The high-end segment continued to show resilience, with…
The outlook for US AI demand remains positive
- 2025-07-31
- Review
Smartphone growth expectations were modestly reduced after renewed tariff risks emerged, putting pressure on the…
Modest price gains in 3Q25, except for DDR4 products.
- 2025-06-29
- Review
China’s 618 shopping festival posted stronger results than last year, as deep promotions and subsidies…
Demand Upside should boost suppliers’ pricing confidence
- 2025-05-29
- Review
Global smartphone shipment forecasts have been revised downward. Entry-level AP orders were also reduced this…