NAND

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.…

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…

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…

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…

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…

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…

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.…

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 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…

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…