The contract market has been focusing on wafer transactions recently, where most suppliers are raising their quotations on the grounds of production cuts...
1. 2Q23 Global Macroeconomic Overview 2. Top 10 MLCC Suppliers' 2Q23 Market Share 3. Production and Shipment Overview 4. BB Ratio 5. Quarterly Shipment Forecast 6. Inventory Status 7. 3Q23 Mark...
Suppliers are now approaching production cost for their selling prices, and have been aggressively raising their contract prices of wafers this month after yet another expanded production cut in 2H23....
Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...
Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...
Negotiations for NAND Flash contract prices are still at a stalemate as buyers have yet to comprehensively enlarge their procurement...
As indicated by the survey of global market intelligence firm TrendForce, 3Q23 prices are seeing a swift diminishment in reduction amidst the negotiation period...
Global market intelligence firm TrendForce reports that entering 3Q23, the consumer electronics market may recover from its slump in 1H23...
As indicated by the survey of global market intelligence firm TrendForce, an apparent magnification on the intensity of strategic stocking among OEMs throughout 3Q23 will become an indicator for the p...
Global market intelligence firm TrendForce reports that despite the start of the traditional peak season for the electronics market in the third quarter...
According to market research firm TrendForce, PC OEMs slightly increased their DRAM inventories to 10-14 weeks by the end of 2Q23 as they chose to stock up ahead of time...
As indicated by the survey of global market intelligence firm TrendForce, mainstream wafers had remained flat in ASP during July under no significant changes...
