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…
Memory Market – Strong Data center Demand benefit both DRAM and NAND consumption
DRAM RDIMM pricing might increase a lot in CQ2 due to strong demand from US Datacenter The RDIMM ASP in CQ2 might increase significantly. Follow with US Datacenter upside and…
Memory Market – RDIMM Price Rebounded & Strong eSSD Demand
DRAM Market RDIMM contract Price and Spot Price rebounding, but Mobile DRAM declined in 1Q20. As mentioned last month, each application had a different pricing scenario in 1Q20. RDIMM price…