DRAM

Smartphone shipments remained on the path of recovery, with the annual shipment slightly adjusted upward this year. However, they accumulated a lot of inventory before the end of Q2 2024,…

Except for smartphones, the rest of the consumer products performed weaker than expected. Smartphone shipment targets increased this year, driven by the upside in iPhone AP and high-end smartphone demand.…

Smartphone demand during China's Labor Day was strong, but shipments dropped significantly afterward. Vendors are expecting strong sales from the China 618 event. Apple has launched a strong promotional campaign…

Smartphone shipments have performed better than expected, prompting a revision of the annual shipment target upward. High-end AP orders have increased this month due to strong demand from flagship smartphones.…

There are no signs yet of a significant rebound in consumer market. The smartphone market is stable so far, but it could face turbulence in the second half of 2024.…

The market is quiet, particularly after the Lunar New Year. PC demand shows no significant improvement this month, and the Q2 2024 demand forecast is not optimistic. PC makers are…

Smartphone shipment projections remain similar to last month. While high-end smartphone demand remains steady, mid-range and budget segment demand appears sluggish. China smartphone market performed weak in the beginning of…

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…

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…

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…