Continuing from previous updates, contract prices for 1Q25 have only been negotiated for partial products, and the rest will resume talks after the conclusion of the Chinese New Year holiday...
Global market intelligence firm TrendForce reports that some DRAM suppliers and PC OEMs have finalized 1Q25 DRAM module contracts in the second half of January, with prices showing MoM declines of 8-1...
As indicated by the survey of global market intelligence firm TrendForce, market quotations of server DRAM had generally depleted this month...
Global market intelligence firm TrendForce reports that the consumer DRAM market remains tepid as the issue of excess supply for DDR3 and DDR4 products has yet be resolved...
As indicated by the survey of global market intelligence firm TrendForce, the NAND Flash market continues to persist in disequilibrium for supply and demand...
As indicated by the survey of global market intelligence firm TrendForce, the weakening economy has prompted production line personnel of Chinese fabs to leave early for the Chinese New Year holiday.....
As indicated by the survey of global market intelligence firm TrendForce, smartphone brands have returned to a relatively healthy level of inventory at 6-8 weeks in the traditional off season of 1Q25....
As indicated by the survey of global market intelligence firm TrendForce, shipment for NVIDIA’s Blackwell servers have been hindered in increment this quarter due to the amplified level of difficulty...
Global market intelligence firm TrendForce reports that OEMs have been stockpiling components in advance to prepare for factory shutdowns during the long Lunar New Year holiday...
According to the latest research by global market intelligence firm TrendForce, contract prices of client SSDs continue to face downward pressure in 1Q25 (current quarter) due to rising inventory leve...
Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...
Suppliers had stocked up in advance during 4Q24 in preparation for demand that could surface amidst the imminent off season and the Chinese New Year holiday...
The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...
NAND Flash suppliers have begun to correct down their bit output growth targets for this year because consumer electronics brands have adopted a conservative view on the demand situation in the first...
