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As expectations for holiday season demand perished, which led to weak pull-in order momentum, ODMs’ revenue and shipment volume both declined sequentially in September and October......
As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash has been leveled in prices for two consecutive months due to restricted provision...
According to TrendForce’s analysis of the PC DRAM market for November, the major DRAM suppliers and PC OEMs did not actively engage in new discussions about prices for the remainder of 4Q22...
The latest update on DRAM contract prices for November is as follow:
(1) PC DRAM contract prices have remained...
Purchase orders of the three major end products are seeing continuous revisions, where the reduction of capacity from several NAND Flash suppliers during 4Q22 has yet to alter the increment of inventory...
According to the latest research by global market intelligence firm TrendForce, the server supply chain has undergone notable changes since the start of the US-China trade dispute in 2018...
CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...
Samsung Foundry, under the weakening foundry demand, is planning for a CapEx budget of approximately US$14-15 billion for 2023 that remains a growth compared to that of 2022...
As indicated by the survey of global market intelligence firm TrendForce, 3Q22 had carried on with the purchase intensity of enterprise SSD seen from 2Q22...
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