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…
China smartphone market remained weak and contract price kept declining
DRAM Contract price declined more than expected and China smartphone market remained weak Both UDIMM and RDIMM contract price declined more than expected, the 1Q22 contract price would drop high…
DRAM Spot price rebounded continuously, Xian event would stimulate the buy ahead demand
DRAM The spot trading price raised this month. The channel demand is stable and the trading inquiries increased after the Xian event. The Xian lockdown would impact the major DRAM…
Channel Demand is Stable, China Smartphone Demand is Weak
DRAM Smartphone Market remained weak in China, Channel Demand is Stable The China smartphone market performed weak this month, the double 11 event shipment declined high single YoY. In November,…
US DC demand is strong, but the smartphone demand was sluggish
DRAM Channel Demand improved and US DC remained strong momentum, but the smartphone demand was sluggish. The demand from US DC is good, some of their demand is stronger than…