DRAM Computing and consumer DRAM Spot price raising significantly The consumer demand increased, especially the demand from wifi6, IP cam, and IoT-related applications. The insufficient support to the market is…
DRAM After the Inotera power outage event, spot price hike and brokers are banking inventory. Both DRAM component and UDIMM module shipment increased, and the ASP raised significantly this month.…
DRAM Consumer demand improved. Cryptocurrency mining demand increased as well. The consumer DRAM and GDDR demand is good, and selling price hike due to insufficient supply and the possible supply…
DRAM Due to COVID-19, the PC demand keeps strong momentum so far. In this month, consumer price raised as well. However, consumer demand is not strong. 2Gb DDR3 ASP raised…
DRAM Certain server demand increase in CQ4 and channel UDIMM price hike around the end of this month In the computing market, 8Gbit DDR4 component is relatively tight due to…
DRAM The leading smartphone vendors are expecting to gain share from Huawei, and the smartphone sales in 3Q20 seems better than expected and set inventory gets lower as well. Smartphone…
DRAM Weak smartphone market and Server RDIMM demand reduced in this quarter RDIMM demand is strong this year, but the RDIMM price might decline around high single-digit in this quarter,…
DRAM Based on the current CQ3 price negotiate status, the DRAM ASP might decline single-digit in CQ3 due to weak smartphone demand and weak server demand. The Notebook demand seems…
DRAM The retail market gets better in the May timeframe compared with poor April demand, but the market is not back to normal yet. Channel suppliers are expecting good demand…
DRAM The channel weak demand, the UDIMM price in the channel keeps deducting. However, the demand remained poor after the price decline, and the weak demand condition may extend to…