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Regarding the server DRAM segment, the two major South Korean suppliers are currently actively engaging in negotiations...
Coordination on contract prices for client SSD has seen progress this week, where several suppliers have compromised on their prices on QLC Value SSD...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...
As indicated by the survey of global market intelligence firm TrendForce, enterprises have started shrinking their CapEx level in order to weather through the economic downturn as high inflation inhibits global economic growth...
The US Institute of Supply Management (ISM) released their latest statistics, which showed that America’s Purchasing Managers’ Index (PMI) recently fell to 47.4% in January 2023, marking the lowest point since May 2020 and the fifth month that it has shrunk......
Global market intelligence firm TrendForce reports that global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%...
Sluggish end consumer demand, as well as continuous inventory revisions among clients, had dragged down TSMC’s overall wafer shipment by a QoQ of roughly 7% in 4Q22...
According to TrendForce’s latest examination of the server supply chain, the general situation has started to stabilize in 1Q23 as shortages of certain components have been easing gradually...
As indicated by the latest survey of global market intelligence firm TrendForce, uncertainties yielded by the supply chain amidst the pandemic had led to an accumulation of excessive inventory from the preparation...
The contract market as a whole has not changed noticeably from last week, and a MoM decline in prices is still expected for February even after the downward shift in January...
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