Global market intelligence firm TrendForce reports that although shipments of end products for 2Q23 have increased QoQ, YoY comparisons still show declines...
Suppliers have now started their negotiations for 3Q23 prices. Considering how major US smartphone brands are exhibiting a lower level of demand in 2H23 compared to that of past years...
Negotiations for 3Q23 contract prices are about to begin. Despite the established consensus on a deterioration of annual end demand, the outcome could be mitigated due to seasonal effects in 2H23...
Brief summary on 2Q23 NAND Flash market: businesses have been confined in CapEx under the high inflation and climbing interest rate...
As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had leveled in ASP during May, and transactions were relatively vigorous in the Chinese market...
As indicated by the survey of global market intelligence firm TrendForce, most SLC NAND Flash prices were leveled this month under insignificant changes to the supply and demand structure...
The increasing stocking among Chinese module houses since this month, as well as how US suppliers had yet to exhibit aggressive inclination in sales from their quarter-end financial reports...
TrendForce, a global market intelligence firm for the technology sectors, proudly presents “Smartphone Market Decode” – a quarterly research report that synergizes the resources of several in-house analyst teams such as the Department of Semiconductor Research, the Department of Display Research, the Department of ICT Application Research, etc.
In addition to the first-hand data on the device production figures of the major electronics brands and the latest overview of the supply chains for the key components, Smartphone Market Decode also covers the relevant topics pertaining to technological innovations and development trends. The report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional industry knowledge that can be used to make the best operational decisions.
As indicated by the latest survey of global market intelligence firm TrendForce, mainstream NAND Flash wafer prices that have been lingering below cash cost are yielding enormous financial pressure on NAND Flash suppliers...