Insights
The General Administration of Customs of the People's Republic of China released the import and export data for July on August 7. The total export value in July, measured in USD, was $300.5 billion, representing a 7.0% year-on-year growth. However, this figure is lower than June’s 8.6% growth and...
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Driven by AI demand, the Semiconductor Industry Association (SIA) announced on August 5 that global semiconductor sales for the second quarter of this year increased by 18.3% year-over-year and 6.5% quarter-over-quarter, reaching USD 149.9 billion. SIA data shows that in June 2024, global semic...
Insights
According to TrendForce's latest memory spot price trend report, neither did the DRAM nor NAND spot prices sees much momentum. DDR5 products are relatively stable, while the spot prices of DDR4 products continue to fall gradually due to high inventory levels. As for NAND flash, the spot market saw n...
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According to a report from Reuters citing industry sources, Samsung Electronics' fifth-generation high-bandwidth memory (HBM3e) have passed tests by NVIDIA and could be used in NVIDIA's AI processors. The report further indicates that while no supply contract has been signed yet, one is expected ...
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The Reserve Bank of Australia (RBA) announced on August 6 that the cash rate target would remain unchanged at 4.35%, marking six consecutive months without adjustment. RBA Governor Michele Bullock stated that although inflation has eased from its 2022 peak, it remains above the 2-3% target range. Th...