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This week’s Bulletin focuses on the updates of markets for enterprise OEMs and CSPs. As indicated by TrendForce’s latest supply chain survey...
As indicated by the survey of global market intelligence firm TrendForce, since the US Department of Commerce extended its semiconductor sanction from logic IC to memory and HPC chips for supercomputers and AI computing on October 7th 2022...
For a significant number of contract negotiations, buyers and sellers have yet to reach agreements on price and quantity...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry had generated US$9.663 billion of revenue in 1Q23 under a QoQ deterioration of 21.2%...
As indicated by the survey of global market intelligence firm TrendForce, Apple’s release of first iPhone back in 2007 marked the beginning of the smartphone era for the handset market...
Continuing from last week, the magnitude of the decline in 2Q23 contract prices continues to grow. The downtrend is especially significant for PC DRAM and server DRAM...
As indicated by the latest survey of global market intelligence firm TrendForce, server ODMs have started stocktaking and discussing inventory reduction on a monthly basis from the pressure accumulated during the pandemic...
Production of server motherboards has yet to increase or decrease significantly after the surveying on the supply chain...
Negotiations are currently ongoing for a significant portion of 2Q23 DRAM contracts. In fact, prices have not been finalized for more than 50% of orders...
Global market intelligence firm TrendForce reports that it is now near the end of April, and prices have been finalized for a portion of DRAM and NAND Flash contracts for 2Q23...
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