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Memory Prices Rise Further Despite Weak Consumer Demand
- 2026-06-30
- Review
Shipment projections are being revised downward amid weak China market performance during the 618 promotional…
Agentic AI Drives Server CPU Upside
- 2026-05-29
- Review
China shipments have declined further in recent weeks, though a recovery is anticipated during the…
Consumer market conditions have softened further
- 2026-04-30
- Review
China’s consumer market softened after the Chinese New Year, with smartphone demand declining from the…
Channel demand has softened
- 2026-03-31
- Review
Smartphone projections have been revised down to a mid single digit decline, as the increase…