According to TrendForce’s analysis of the PC DRAM market for November, the major DRAM suppliers and PC OEMs did not actively engage in new discussions about prices for the remainder of 4Q22...
The latest update on DRAM contract prices for November is as follow: (1) PC DRAM contract prices have remained...
Purchase orders of the three major end products are seeing continuous revisions, where the reduction of capacity from several NAND Flash suppliers during 4Q22 has yet to alter the increment of invento...
CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...
As indicated by the survey of global market intelligence firm TrendForce, a drop of...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 27.2% in 3Q22 at US$6.838 billion...
Global market intelligence firm TrendForce reports that consumer demand is still in a slump, so the surge of stock-up demand associated with the year-end peak season has not materialized...
According to TrendForce’s latest survey of the electronics supply chain, lead time started to return to its usual length for most orders related to server components in 3Q23...
Market intelligence firm TrendForce reports that as the wider economic outlook becomes more conservative during the second half of this year...
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18,187 million...
Most buyers are now finalized with their negotiations on 4Q22 contract prices, though some of them are still hoping to receive a larger reduction in low-capacity products...
Prices for 4Q22 contracts were mostly finalized in October. The QoQ decline in the overall DRAM ASP has now reached...
It is now the start of November, and the extent of the decline in prices for 4Q22 DRAM contracts have become clearer...
4Q22 contract prices of various end applications have had an average reduction of nearly 20% from the conclusion of negotiations...
