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…
DRAM Negative signals appeared to the DRAM market The Contract price negotiation is not smooth in this quarter. The major customers such as leading smartphone vendors and DCs are not…
DRAM Retailed demand weak, Contract ASP would keep increasing in CQ3. The channel UDIMM shipment is not improving even with 618 promotion. Major module marker shipment decreased as their distributors…
DRAM Smartphone market keeps slow momentum and channel inventory remained at a high level. The Covid-19 impacted India, Southeast Asia, and Brazil's smartphone market as well. Smartphone vendors are adjusting…