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Cloud computing platforms have fueled the digital transformation of enterprises in recent years. Public cloud has been playing a key role during the process. While applications of IoT and AI grow increasingly popular, the ecosystem of cloud services and the integration of cloud and edge have emerged as weak points of the market, says TrendForce. Cloud service providers have started to put more emphasis on the edge computing market, which has a CAGR of more than 30% from 2018 to 2022.
According to the latest statistics of WitsView, a division of TrendForce, after TV panel price significantly dropped in 2Q18, panel makers aggressively adjusted product mixes and conducted annual maintenance. Then, because of decreased supply and peak season, 32" panel price is predicted to rise in July. Some large-sized panel price might stay flat or even slightly move up from June.
United Microelectronics Corporation (UMC) filed a lawsuit against Micron Technology subsidiaries in China for patent infringements in January 2018, and demanded a compensation of RMB 270 million ($40.7 million). UMC also requested the court to order potential defendants to stop manufacturing, processing, importing, and selling the allegedly infringing products. Yesterday, Fuzhou Intermediate People's Court of China issued a preliminary injunction against Micron, enjoining Micron from selling related items in China. DRAMeXchange, a division of TrendForce, expects that the global memory market may have a reshuffle if the judgment is enforced and other Chinese memory suppliers enter the market next year.
Since the end of 2Q18, major DRAM suppliers have been negotiating over the contract prices for Q3. Despite the fact that the bit output has been increasing quarter by quarter, the average selling prices of DRAM may still see a marginal rise in 3Q18 since the buyers are eager to stock up for the upcoming traditional peak season, says DRAMeXchange, a division of TrendForce.
The growth momentum for 2H18 NAND Flash market is expected to be weak, according to the latest report of DRAMeXchange, a division of TrendForce. Coupled with continuous improvements in yield rate and output of 64/72-layer 3D NAND Flash, DRAMeXchange expects the market to approach a balance between supply and demand, the contract prices of NAND Flash products are expected to decline further.
