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Market Review
Memory Prices Surge While Smartphone Outlook Softens
- 2026-02-26
- Review
Smartphone projections have been revised down to a mid single digit decline, as the increase…
Memory Allocation Further Shifts Toward Server Demand
- 2026-01-30
- Review
Both PC and smartphone shipment forecasts have been revised further downward. Amid low fulfillment rates…
Content might grow less across all segments
- 2025-12-31
- Review
Smartphone shipment forecasts have been revised downward, reflecting the sharp increase in memory BOM costs.…
Accelerating Memory Price Upswing Amid Persistent Supply Constraints
- 2025-11-28
- Review
The memory BOM cost continues to rise due to persistent supply constraints, creating a meaningful…