Channel demand weak, smartphone channel inventory increased
DRAM The spot market demand is soft this month, both computing and consumer DRAM price declined low to mid single digit within this month. The high BOM cost pressure seems…
Contract Market keeps improving, but channel market seems sluggish
DRAM DRAM Contract Price will rise more than expected, but some of the channel products ASP gets weaker In the second quarter, UDIMM and RDIMM ASP increase more than the…
DRAM&NAND contract price would hike in the coming quarter
DRAM DRAM contract price would hike higher than expected in the coming quarter After the Chinese lunar year holidays, the trading activity gets better. The inquiries and transaction from the…
Channel DRAM Price sharply raised and NAND demand keep increasing
DRAM Computing and consumer DRAM Spot price raising significantly The consumer demand increased, especially the demand from wifi6, IP cam, and IoT-related applications. The insufficient support to the market is…
DRAM spot price boosted, client SSD demand is good
DRAM After the Inotera power outage event, spot price hike and brokers are banking inventory. Both DRAM component and UDIMM module shipment increased, and the ASP raised significantly this month.…
Channel demand faced pressure, consumer demand gets better.
DRAM Consumer demand improved. Cryptocurrency mining demand increased as well. The consumer DRAM and GDDR demand is good, and selling price hike due to insufficient supply and the possible supply…
Stable channel demand, Smartphone demand keeps improving
DRAM Due to COVID-19, the PC demand keeps strong momentum so far. In this month, consumer price raised as well. However, consumer demand is not strong. 2Gb DDR3 ASP raised…
Server DRAM demand improved in CQ4 and channel demand improved for both DRAM and NAND
DRAM Certain server demand increase in CQ4 and channel UDIMM price hike around the end of this month In the computing market, 8Gbit DDR4 component is relatively tight due to…
Smartphone demand is better than expected and Huawei ban issue brings the positive impact the memory market in 2H20.
DRAM The leading smartphone vendors are expecting to gain share from Huawei, and the smartphone sales in 3Q20 seems better than expected and set inventory gets lower as well. Smartphone…
Channel demand and online education demand increase, but smartphone market still weak.
DRAM Weak smartphone market and Server RDIMM demand reduced in this quarter RDIMM demand is strong this year, but the RDIMM price might decline around high single-digit in this quarter,…