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,…
DRAM Pricing downturn started, and Smartphone demand weak
DRAM Based on the current CQ3 price negotiate status, the DRAM ASP might decline single-digit in CQ3 due to weak smartphone demand and weak server demand. The Notebook demand seems…
RDIMM fulfill rate is high, and the SSD contract demand is good but the supply is not as tight as before
DRAM The retail market gets better in the May timeframe compared with poor April demand, but the market is not back to normal yet. Channel suppliers are expecting good demand…
Covid-19 impact the Channel & Consumer demand in 2Q20, Consumption downgrading impact the Smartphone Market.
DRAM The channel weak demand, the UDIMM price in the channel keeps deducting. However, the demand remained poor after the price decline, and the weak demand condition may extend to…
Strong NB&Datacenter demand, but the rest of segment slow down after the middle of March.
DRAM US Datacenter demand remained strong and some demand trigged by COVID-19. We saw some US Datacenter demand increased due to this event, especially Tier2 Datacenter. The RDIMM price increased…