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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…