DRAM The leading smartphone vendors are expecting to gain share from Huawei, and the smartphone sales in 3Q20 seems better than expected and set inventory gets lower as well. Smartphone…
DRAM Weak smartphone market and Server RDIMM demand reduced in this quarter RDIMM demand is strong this year, but the RDIMM price might decline around high single-digit in this quarter,…
DRAM Based on the current CQ3 price negotiate status, the DRAM ASP might decline single-digit in CQ3 due to weak smartphone demand and weak server demand. The Notebook demand seems…
DRAM The retail market gets better in the May timeframe compared with poor April demand, but the market is not back to normal yet. Channel suppliers are expecting good demand…
DRAM The channel weak demand, the UDIMM price in the channel keeps deducting. However, the demand remained poor after the price decline, and the weak demand condition may extend to…
DRAM US Datacenter demand remained strong and some demand trigged by COVID-19. We saw some US Datacenter demand increased due to this event, especially Tier2 Datacenter. The RDIMM price increased…
DRAM RDIMM pricing might increase a lot in CQ2 due to strong demand from US Datacenter The RDIMM ASP in CQ2 might increase significantly. Follow with US Datacenter upside and…
DRAM Market RDIMM contract Price and Spot Price rebounding, but Mobile DRAM declined in 1Q20. As mentioned last month, each application had a different pricing scenario in 1Q20. RDIMM price…