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Pricing couldn’t be sustained without AI server demand

  • 2024-07-31
  • Review

Smartphone shipments remained on the path of recovery, with the annual shipment slightly adjusted upward this year. However, they accumulated a lot of inventory before the end of Q2 2024,…

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Memory pricing could vary depending on the applications

  • 2024-06-27
  • Review

Except for smartphones, the rest of the consumer products performed weaker than expected. Smartphone shipment targets increased this year, driven by the upside in iPhone AP and high-end smartphone demand.…

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The pricing behaves quite differently between the channel and contract markets

  • 2024-05-31
  • Review

Smartphone demand during China's Labor Day was strong, but shipments dropped significantly afterward. Vendors are expecting strong sales from the China 618 event. Apple has launched a strong promotional campaign…

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Potential supply constraints push the contract price higher

  • 2024-04-30
  • Review

Smartphone shipments have performed better than expected, prompting a revision of the annual shipment target upward. High-end AP orders have increased this month due to strong demand from flagship smartphones.…

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eSSD upside order occurred, the price would rise furthermore

  • 2024-03-29
  • Review

There are no signs yet of a significant rebound in consumer market. The smartphone market is stable so far, but it could face turbulence in the second half of 2024.…

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Trading price growth slows, and volume slows down

  • 2024-02-29
  • Review

The market is quiet, particularly after the Lunar New Year. PC demand shows no significant improvement this month, and the Q2 2024 demand forecast is not optimistic. PC makers are…

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Prices’ rising, waiting solid demand signals

  • 2024-01-31
  • Review

Smartphone shipment projections remain similar to last month. While high-end smartphone demand remains steady, mid-range and budget segment demand appears sluggish. China smartphone market performed weak in the beginning of…

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Inventory Banking continues

  • 2023-12-28
  • Review

PC shipment in Q4 2023 was slightly worse than expected, but their projection for 2024 has improved. They believe that the demand from the education sector and the phasing out…

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Inventory Accumulation Persists Despite Uncertain Demand Forecasts

  • 2023-11-29
  • Review

Smartphone market keeps recovery in China market. Shipment volume during the Double 11 event were better than last year, and the post-event decline was smaller than expected. Each new model…

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Memory prices continued the upward trajectory.

  • 2023-10-31
  • Review

Recently, the PC component order upside after more than a year of inventory correction. The PC market is expected to see low single-digit unit growth in 2024, driven by AI…

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    2026-03-31/
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  • Memory Allocation Further Shifts Toward Server Demand
    2026-01-30/
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