Memory Price Declined Further and the Demand Gets Worse
DRAM DRAM Price dropped more than expected this quarter The China Covid19 restriction policy might be getting loose. It’s a positive sign for the market. However, the severe downturn momentum…
Memory demand and ASP declined more than expected this quarter
The macroeconomics performed weak and the inflation hasn’t hit the peak yet. China demand hasn’t seen improving after the the 20th National Congress of the Chinese Communist Party . The…
Memory market remained sluggish and the Suppliers promoted aggressively in this quarter end
DRAM DRAM dealing price declined more than expected This month is the quarter end and the suppliers are trying to close the deal with their customers. RDIMM contract pricing offering…
Memory demand weak and the ASP dropped significantly
DRAM Demand stayed at conservative momentum, ASP severely dropped The RDIMM contract price declined more than expected in the second half of this year, some volume deal price is low.…
Demand shrank at the current pricing downturn
The customers are lowering their inventory level as current weak market. Almost all the applications faced headwind to meet their shipment target in 2H22. Consequently, each application cut their memory…
Contract price declined more than expected in CQ3 due to poor market perspective
The uncertain of the Macroeconomics slow down the demand. Weak consumer demand impacted the memory consumption ability. Enterprise spending on hardware slow down either. The China 618 promotion hadn’t met…
Memory price declined with sluggish demand
PC demand remained conservative momentum, and the shipment in the second half of this year and 2023 could be worse than expected. The smartphone vendors cut order and revising down…
China Covid lockdowns and Russia Ukraine war impacts the demand and supply chain
The China lockdown restriction limited the production ability and weaken China’s consumption ability. The transportation is forbidden in Shanghai area for EMS and some component vendors, that will impact the…
PC market gets worse and the Smartphone market has no improving
DRAM PC DRAM demand gets worse and the Smartphone market has no improving In the first quarter, PC shipment performed worse than expected and PC OEMs worried about whether the…
Spot price hike, but PC and smartphone vendors adjusted down their demand
DRAM Smartphone vendors reduced their component order to decrease the high inventory pressure. The shipment is not well in China market, and the shipment declined year over year. The DRAM…