Inventory Banking continues
PC shipment in Q4 2023 was slightly worse than expected, but their projection for 2024 has improved. They believe that the demand from the education sector and the phasing out…
Inventory Accumulation Persists Despite Uncertain Demand Forecasts
Smartphone market keeps recovery in China market. Shipment volume during the Double 11 event were better than last year, and the post-event decline was smaller than expected. Each new model…
Memory prices continued the upward trajectory.
Recently, the PC component order upside after more than a year of inventory correction. The PC market is expected to see low single-digit unit growth in 2024, driven by AI…
Spot prices rising would drive contract prices higher
PC market performed stable and PC OEMs are trying to increase their inventory level. The server market remained weak momentum, the significant growth is not able to happen next year.…
Additional capacity cuts from major vendor helps the market turned into positive perspective
DRAM Pricing trends are different for each segment The overall demand hasn’t improved so far. Additional capacity cuts from major vendor helps the market turned into positive perspective. Major suppliers…
DRAM Contract price quote higher and NAND wafer price hike
DRAM Contract price quote higher in 3Q23 In 3Q23, certain suppliers tend to raise the contract price and expecting price bottom up. However, different segment may have different scenario. DDR4…
DRAM product type conversion period caused the different pricing trend
The smartphone vendors promoted aggressively during China 618 promotion period. They are competing with each other by offering significant price cuts. However, the result hadn’t delivered good signal to the…
Demand has no obvious improving, the price behaved quite different from spot to OEMs
The AI computing demand boosted, but the rest of applications performed sluggish. The PC shipment might have single digit QoQ increasing this quarter, and the Chromebook demand might grow compared…
Memory capacity has been further reduced. Has market sentiment changed?
DRAM As expected, all top DRAM vendors have cut production in order to reach a healthier inventory level earlier. However, demand has decreased from the non-AI server segment, worsening the…
Capacity cut is required to balance the market earlier
Some PC makers have returned to normal inventory level, including both set inventory and component inventory. The purchasing volume is expected to normalize. However, annual shipments might decline high single…