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The PCE of the US rose by 4.2% YoY for March, according to the US Labor Department. This result was higher than the original projection of 4.1%. Similarly, the “core prices”, which exclude food and energy prices and are the preferred measure of the US Federal Reserve, rose by 4.6% YoY for the same period......
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...
Efficacy of production cuts is gradually manifesting for 2H23 alongside an expansion in scale among South Korean suppliers...
Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...
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...
DRAM suppliers have been proactively scaling back production. However, as of 2Q23, the reduction in bits on the whole has yet to be enough to effectively reverse the oversupply situation...
The negotiation atmosphere of the contract market has been somewhat altered by the production cuts of suppliers...
Global market intelligence firm TrendForce reports that in 1Q23, most smartphone brands achieved their inventory reduction targets...
As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash had remained leveled in prices this month under insignificant fluctuations in market activities...
As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had further declined in ASP at about...
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