Enterprise demand is stable, but the consumer demand is weak
DRAM PC OEM shipment was not as good as expected, the set inventory increased. They have to adjust their inventory to keep a healthy inventory level. Server build volume is…
Channel demand weak, both spot and contract demand are sluggish
DRAM Channel DRAM module demand remained weak this month, the selling price trend down. DRAM suppliers tried to sell additional volume to module makers, but most of them didn’t have…
Negative signals appeared to the DRAM market, the component shortage impacted both supply and demand side
DRAM Negative signals appeared to the DRAM market The Contract price negotiation is not smooth in this quarter. The major customers such as leading smartphone vendors and DCs are not…
Enterprise demand strong, and the retailed demand weak.
DRAM Retailed demand weak, Contract ASP would keep increasing in CQ3. The channel UDIMM shipment is not improving even with 618 promotion. Major module marker shipment decreased as their distributors…
Server market demand keeps improving, but smartphone demand weak
DRAM Smartphone market keeps slow momentum and channel inventory remained at a high level. The Covid-19 impacted India, Southeast Asia, and Brazil's smartphone market as well. Smartphone vendors are adjusting…
Channel demand weak, smartphone channel inventory increased
DRAM The spot market demand is soft this month, both computing and consumer DRAM price declined low to mid single digit within this month. The high BOM cost pressure seems…
Contract Market keeps improving, but channel market seems sluggish
DRAM DRAM Contract Price will rise more than expected, but some of the channel products ASP gets weaker In the second quarter, UDIMM and RDIMM ASP increase more than the…
DRAM&NAND contract price would hike in the coming quarter
DRAM DRAM contract price would hike higher than expected in the coming quarter After the Chinese lunar year holidays, the trading activity gets better. The inquiries and transaction from the…
Channel DRAM Price sharply raised and NAND demand keep increasing
DRAM Computing and consumer DRAM Spot price raising significantly The consumer demand increased, especially the demand from wifi6, IP cam, and IoT-related applications. The insufficient support to the market is…
DRAM spot price boosted, client SSD demand is good
DRAM After the Inotera power outage event, spot price hike and brokers are banking inventory. Both DRAM component and UDIMM module shipment increased, and the ASP raised significantly this month.…