Now, in 1Q24, there have been rumors of order cuts in the smartphone market. Even though smartphone brands have not adjusted their device production plans...
TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21...
Smartphone brands are generally optimistic about their smartphone production plans for 1Q24, and this view is also reflected in the energetic stocking of key components...
In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
According to the latest research by market intelligence firm TrendForce, prices of NAND Flash wafers, which experienced the worst loss of profit margin among memory products...
As indicated by the survey of global market intelligence firm TrendForce, buyers had started stocking up in advance during early 4Q23 when contract prices began rebounding...
