Impacted by the surprising initial verdict on unfair subsidies for Chinese solar panels announced by the U.S. Department of Commerce (DOC), PV manufacturers in both China and Taiwan are now on their toes anticipating the preliminary verdict for product dumping announcement by the end of July. Moreover, with one extra month reserved for manufacturers to deal with transportation and customs issues on the schedule, changes towards market condition in the end of June are emerging. Based on EnergyTrend’s observations, Taiwanese cell manufacturers’ utilizations rate remained high between the beginning of June and mid-June. However, the utilization rates will substantially drop by the end of June.
PC DRAM supplies for the second half of the year have begun to tighten due to the major DRAM suppliers' continuous transition from PC DRAM to Mobile DRAM, the relatively low 25nm yield rates experienced by some of the DRAM manufacturers, and the delays with the 20nm process migrations, according to DRAMeXchange, the memory and storage research division of TrendForce.