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The softness in the spot market would further drive contract prices down

  • 2024-10-31
  • Review

The recovery of China’s smartphone market has slowed down. However, new flagship smartphone launches have still generated strong sales. Server demand from the US remained robust, with certain data centers…

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Weakened consumer demand has continued to worsen the Memory market

  • 2024-09-30
  • Review

PC demand is weaker than expected, and the recovery in the Chinese market has been much slower compared to the global market. However, China is making efforts to stimulate its…

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Inventory correction has begun

  • 2024-08-29
  • Review

The smartphone shipment projection for 2024 has been revised downward, and the market might grow in the low single digits next year. AP and smartphone makers are conservative, and most…

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Pricing couldn’t be sustained without AI server demand

  • 2024-07-31
  • Review

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,…

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Memory pricing could vary depending on the applications

  • 2024-06-27
  • Review

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.…

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The pricing behaves quite differently between the channel and contract markets

  • 2024-05-31
  • Review

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…

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Potential supply constraints push the contract price higher

  • 2024-04-30
  • Review

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.…

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eSSD upside order occurred, the price would rise furthermore

  • 2024-03-29
  • Review

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.…

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Trading price growth slows, and volume slows down

  • 2024-02-29
  • Review

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…

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Prices’ rising, waiting solid demand signals

  • 2024-01-31
  • Review

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…

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Recent News

  • Memory Prices Rise Further Despite Weak Consumer Demand
    2026-06-30/
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  • Agentic AI Drives Server CPU Upside
    2026-05-29/
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  • Consumer market conditions have softened further
    2026-04-30/
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  • Channel demand has softened
    2026-03-31/
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