Spot prices rising would drive contract prices higher
PC market performed stable and PC OEMs are trying to increase their inventory level. The server market remained weak momentum, the significant growth is not able to happen next year.…
Additional capacity cuts from major vendor helps the market turned into positive perspective
DRAM Pricing trends are different for each segment The overall demand hasn’t improved so far. Additional capacity cuts from major vendor helps the market turned into positive perspective. Major suppliers…
DRAM Contract price quote higher and NAND wafer price hike
DRAM Contract price quote higher in 3Q23 In 3Q23, certain suppliers tend to raise the contract price and expecting price bottom up. However, different segment may have different scenario. DDR4…
DRAM product type conversion period caused the different pricing trend
The smartphone vendors promoted aggressively during China 618 promotion period. They are competing with each other by offering significant price cuts. However, the result hadn’t delivered good signal to the…
Demand has no obvious improving, the price behaved quite different from spot to OEMs
The AI computing demand boosted, but the rest of applications performed sluggish. The PC shipment might have single digit QoQ increasing this quarter, and the Chromebook demand might grow compared…
Memory capacity has been further reduced. Has market sentiment changed?
DRAM As expected, all top DRAM vendors have cut production in order to reach a healthier inventory level earlier. However, demand has decreased from the non-AI server segment, worsening the…
Capacity cut is required to balance the market earlier
Some PC makers have returned to normal inventory level, including both set inventory and component inventory. The purchasing volume is expected to normalize. However, annual shipments might decline high single…
Conservative market perspective remained
The preparation order for the smartphone supply chain has significantly decreased. The China smartphone shipment might be less than expected, and the worldwide demand for flagship smartphone appears weaker than…
The current traditional slow season is worse than before
Each segments have negative feedback this month. PC OEMs' demand dropped much more than expected this month. The 22Q4 smartphone shipment adjusted down further, and the 2023 shipment projection revised…
Smartphone shipment projection revised down
China Covid-19 is under the massive infection period, the economic activities are sluggish. China society might get through this tough period earlier than expected due to the fully loosen policy. Therefore, the…