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In the server DRAM segment, Samsung has begun discussing 3Q24 contract prices with North American customers. However, Samsung’s quotes are a lot higher than buyers’ expectations, showing a QoQ increase of 20%...
Suppliers have been successively revealing their target prices for 3Q24 at a preliminary QoQ growth of 10-15% since entering the quarter...
Global market intelligence firm TrendForce reports that this year, the wider memory industry is benefiting from the continuous growth in demand bits, price hikes resulting from improvements in the supply-demand structure...
TrendForce reports that since ASPs of memory products started to climb up in 4Q23, there has been a divergence between the contract and spot markets in terms of price trend...
Consumer demand has yet to strengthen having entered 3Q24, where the extensively accumulated rebound of NAND Flash prices since rock bottom...
Market participants are starting to negotiate for their 3Q24 contract prices, having now entered July, where the supply end is showing a strong desire on pursing higher profits by carrying on with the price hike...
As indicated by the survey of global market intelligence firm TrendForce, several subsidization policies recently proposed by the Chinese government in the hope of stimulating public consumption have proven to be lackluster in efficacy so far...
As indicated by the survey of market intelligence firm TrendForce, the consumer product market has yet to see any improvement from purchase dynamics, where suppliers are only receiving small batches of temporary orders...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24...
Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...
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