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Negative signals appeared to the DRAM market, the component shortage impacted both supply and demand side

  • 2021-07-30
  • Review

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…

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Enterprise demand strong, and the retailed demand weak.

  • 2021-06-30
  • Review

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…

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Server market demand keeps improving, but smartphone demand weak

  • 2021-05-31
  • Review

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…

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Channel demand weak, smartphone channel inventory increased

  • 2021-04-30
  • Review

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…

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Contract Market keeps improving, but channel market seems sluggish

  • 2021-03-31
  • Review

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…

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DRAM&NAND contract price would hike in the coming quarter

  • 2021-02-26
  • Review

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…

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Channel DRAM Price sharply raised and NAND demand keep increasing

  • 2021-01-31
  • Review

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…

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DRAM spot price boosted, client SSD demand is good

  • 2020-12-31
  • Review

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.…

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Channel demand faced pressure, consumer demand gets better.

  • 2020-11-30
  • Review

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…

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Stable channel demand, Smartphone demand keeps improving

  • 2020-10-29
  • Review

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…

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