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…
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…
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…
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…
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…
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…
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…
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…
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…
DRAM Demand stayed at conservative momentum, ASP severely dropped The RDIMM contract price declined more than expected in the second half of this year, some volume deal price is low.…