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According to DRAMeXchange, mobile DRAM prices have stabilized in the third quarter. All mobile memory product categories are showing a price decline of only less than 5%, with the majority of smartphone manufacturers purchasing mobile memory at the same price as in the previous quarter. As mobile DRAM prices have been continuously falling for over two years, the stabilization caused by peak season demand brings a sigh of relief for DRAM makers.
The US Department of Commerce (DOC) announced the result of the anti-dumping (AD) preliminary affirmative determination on July 25th. While Chinese PV products shipped to the US were imposed AD tax rates of 26.33%-58.87%, Taiwanese PV products shipped to the US were imposed AD tariff rates of 27.59%-44.18%. “The gap between Taiwan’s and China’s tax rates was small, which constrained Taiwan to increase its competiveness. Instead, it’s a frustration to Taiwan’s PV industry as Taiwan will lose many orders transferred from Chinese manufacturers. Overall, it will be a huge challenge to relevant makers in the future,” said Arthur Hsu, research manager of EnergyTrend.