According to the latest research by global market intelligence firm TrendForce, demand remains relatively weak for end products...
According to the latest research by global market intelligence firm TrendForce, DRAM suppliers and PC OEMs have engaged in discussions regarding insufficient procurement quantities in October...
As indicated by the survey of global market intelligence firm TrendForce, wafer prices have dropped significantly in November compared to...
As indicated by the survey of global market intelligence firm TrendForce, the client SSD market that utilizes SLC as the buffer zone has been...
Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...
Negotiations for wafer contracts are currently underway having entered November, though suppliers, who are pressurized by both year-end sales and ascending inventory...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Regarding negotiations for contract prices of various NAND Flash products having entered mid-4Q24, both enterprise SSD and client SSD have reached their first edition of quotations...
In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...
Consumer products from various markets are seeing a QoQ improvement in sales performance after entering the festival season of 4Q24 thanks to e-commerce promotions...
Not only is CXMT supplying abundant amounts of DDR4 and LPDDR4X products, but the prices of LPDDR5X solutions used in smartphones have also started to drop starting in this fourth quarter...
Revisions for purchase orders of consumer products are ongoing, where end clients, due to the weak momentum in the supposedly peak season...
Market intelligence firm TrendForce reports that inventory levels are rising as the peak-season demand has been underwhelming. Based on NB ODM’s estimations...
According to the latest research by global market intelligence firm TrendForce, most DRAM suppliers and PC OEMs settled 4Q24 contract prices in October...
