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DRAM product type conversion period caused the different pricing trend

  • 2023-06-30
  • Review

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…

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Demand has no obvious improving, the price behaved quite different from spot to OEMs

  • 2023-05-31
  • Review

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…

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Memory capacity has been further reduced. Has market sentiment changed?

  • 2023-04-27
  • Review

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…

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Capacity cut is required to balance the market earlier

  • 2023-03-31
  • Review

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…

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Conservative market perspective remained

  • 2023-02-28
  • Review

The preparation order for the smartphone supply chain has significantly decreased. The China smartphone shipment might be less than expected, and the worldwide demand for flagship smartphone appears weaker than…

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The current traditional slow season is worse than before

  • 2023-01-31
  • Review

Each segments have negative feedback this month. PC OEMs' demand dropped much more than expected this month. The 22Q4 smartphone shipment adjusted down further, and the 2023 shipment projection revised…

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Smartphone shipment projection revised down

  • 2022-12-30
  • Review

China Covid-19 is under the massive infection period, the economic activities are sluggish. China society might get through this tough period earlier than expected due to the fully loosen policy. Therefore, the…

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Memory Price Declined Further and the Demand Gets Worse

  • 2022-11-30
  • Review

DRAM DRAM Price dropped more than expected this quarter The China Covid19 restriction policy might be getting loose. It’s a positive sign for the market. However, the severe downturn momentum…

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Memory demand and ASP declined more than expected this quarter

  • 2022-10-31
  • Review

The macroeconomics performed weak and the inflation hasn’t hit the peak yet. China demand hasn’t seen improving after the the 20th National Congress of the Chinese Communist Party . The…

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Memory market remained sluggish and the Suppliers promoted aggressively in this quarter end

  • 2022-09-30
  • Review

DRAM DRAM dealing price declined more than expected This month is the quarter end and the suppliers are trying to close the deal with their customers. RDIMM contract pricing offering…

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