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Negotiations for 2Q23 contract prices are still underway. PC buyers, as client SSD prices gradually draw new to cash cost, are becoming more inclined in establishing low-priced inventory...
For a significant number of contract negotiations, buyers and sellers have yet to reach agreements on price and quantity...
Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...
The US Department of Labor’s latest release of the CPI for April shows a YoY increase of 4.9%, indicating that inflation in the US is gradually cooling down. However, core inflation remains higher than the overall inflation level, making it difficult for the US Federal Reserve to relax its monetary policy...
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...
Negotiations for 2Q23 are currently underway, where a sizable QoQ increase in client SSD orders by some NB OEMs has further enlarged the price reduction this quarter to an average drop almost...
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...
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