The China lockdown restriction limited the production ability and weaken China’s consumption ability. The transportation is forbidden in Shanghai area for EMS and some component vendors, that will impact the…
DRAM PC DRAM demand gets worse and the Smartphone market has no improving In the first quarter, PC shipment performed worse than expected and PC OEMs worried about whether the…
Channel demand remained soft, the trading transaction is not much in the first half of this month. The component spot trading price declined slightly, even though the DRAM suppliers’ price…
DRAM Smartphone vendors reduced their component order to decrease the high inventory pressure. The shipment is not well in China market, and the shipment declined year over year. The DRAM…
DRAM Contract price declined more than expected and China smartphone market remained weak Both UDIMM and RDIMM contract price declined more than expected, the 1Q22 contract price would drop high…
DRAM The spot trading price raised this month. The channel demand is stable and the trading inquiries increased after the Xian event. The Xian lockdown would impact the major DRAM…
DRAM Smartphone Market remained weak in China, Channel Demand is Stable The China smartphone market performed weak this month, the double 11 event shipment declined high single YoY. In November,…
DRAM Channel Demand improved and US DC remained strong momentum, but the smartphone demand was sluggish. The demand from US DC is good, some of their demand is stronger than…
DRAM PC OEM shipment was not as good as expected, the set inventory increased. They have to adjust their inventory to keep a healthy inventory level. Server build volume is…
DRAM Channel DRAM module demand remained weak this month, the selling price trend down. DRAM suppliers tried to sell additional volume to module makers, but most of them didn’t have…