DRAM US Datacenter demand remained strong and some demand trigged by COVID-19. We saw some US Datacenter demand increased due to this event, especially Tier2 Datacenter. The RDIMM price increased…
DRAM RDIMM pricing might increase a lot in CQ2 due to strong demand from US Datacenter The RDIMM ASP in CQ2 might increase significantly. Follow with US Datacenter upside and…
DRAM Market RDIMM contract Price and Spot Price rebounding, but Mobile DRAM declined in 1Q20. As mentioned last month, each application had a different pricing scenario in 1Q20. RDIMM price…
DRAM Market DRAM Contract price is stronger than expected in 1Q20 and spot price rebounded in this month. In the Spot Market, the 8Gb DDR4 original component ASP increased more…
Supply Status update Compared with previous quarter updated, worldwide bit growth prediction increased from 21% to 23%. The ramping status is better than expected even with some advanced process reliability…
Demand Status update Foresee the Client SSD market in 2Q18, the QoQ unit growth rate could be more than 8% with around 4% QoQ content Growth. It’s mainly driven by…