Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...
Brief summary on 1Q23 NAND Flash market: both server and data center clients are still sluggish in procurement as the demand end persists in inventory reduction...
As indicated by the survey of global market intelligence firm TrendForce, despite successive revisions of inventory among end clients since 2Q22...
As indicated by the survey of global market intelligence firm TrendForce, downstream clients have been cautious towards the market status for the short term amidst a restricted level of order visibili...
As indicated by the survey of global market intelligence firm TrendForce, market dynamics have yet to elevate sizably after Chinese New Year...
Global market intelligence firm TrendForce reports that the smartphone market as a whole exhibited tepid demand in 4Q22. Global smartphone production grew by...
As indicated by the survey of global market intelligence firm TrendForce, a drop of 13-18% is seen in PCIe SSD prices among the average contract prices of mainstream PC OEM SSD in 1Q23...
Coordination on contract prices for client SSD has seen progress this week, where several suppliers have compromised on their prices on QLC Value SSD...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM revenue had suffered a QoQ deterioration of 33.9% in 4Q22 at US$4.520 billion...
Various end products have dropped 15% in quarterly prices on average as the excess supply market status remains unimproved...
Qualcomm generated US$7.892 billion of QCT (exclusively referring to IC products) revenue during 4Q22 under a YoY increase of 16.6% and a QoQ decrease of 11.6%...
Negotiations between buyers and sellers have yet to turn aggressive after Chinese New Year, where buyers are still focused on individual negotiation for each single order and inventory pulls in batche...
