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Various end products have dropped 15% in quarterly prices on average as the excess supply market status remains unimproved...
Qualcomm generated US$7.892 billion of QCT (exclusively referring to IC products) revenue during 4Q22 under a YoY increase of 16.6% and a QoQ decrease of 11.6%...
The Covid-19 outbreak has spread rapidly from cities to rural areas due to the huge number of migrant workers returning to their hometowns for the Chinese New Year. However, as more people recovered from the pandemic, people have started to adapt to the new normal in the post pandemic era......
Even though the Lunar New Year holiday has ended, contract negotiations have yet to pick up. Since actual demand is still not significant...
Negotiations between buyers and sellers have yet to turn aggressive after Chinese New Year, where buyers are still focused on individual negotiation for each single order and inventory pulls in batches...
Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...
The adjustments on server procurement among CSPs since January have also affected ODMs...
As indicated by the survey of global market intelligence firm TrendForce, downstream buyers, seeing how stocking dynamics were rather appalling during Chinese New Year under no apparent recovery in demand...
As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor segment of small-scale buyers...
As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash prices had maintained stability in January without significant negotiation progress...
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