3Q24 was seen with smartphone brands actively ridding their inventory, followed by a reduction in order pulls from the PC market amidst weakening demand...
Samsung Foundry’s 12-inch CIS is mainly supplied to Samsung System LSI, and has planned for a corresponding capacity at 65/45nm (ISP at 28nm) based on System...
Now, moving into 4Q24, negotiations over contract prices are still ongoing. On the whole, prices of DDR5 products are expected to remain relatively strong, with an estimated QoQ increase of around 5%....
As of mid-October, neither the traditional peak season (3Q24) that just concluded, nor China’s National Day holiday, were able to significantly revitalize the demand of the consumer market...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
The entry of a peak stocking season for new smartphones and PC/NBs, together with the ongoing robustness among AI-related HPC applications...
The DRAM market is currently divided on future price trends, but it is evident that the prices for DDR4 and LPDDR4X products are unlikely to recover anytime soon due to several factors...
Negotiations for 4Q24 contract prices of enterprise SSD are currently ongoing, though the increment has been extensively subsided compared to...
Moving into 4Q24, since buyers are still focused on inventory clearance, transaction volumes are expected to drop further...
The plummeting prices of client SSD from the retail market at a difference of nearly 30% compared to contract prices have incentivized a segment of PC clients...
Regarding the progress of mass production for Samsung’s Exynos 2500, it is confirmed that the new flagship S25 slated for release in 2025 will not be adopting the particular product...
In the server DRAM segment, negotiations for 3Q24 contracts are mostly completed, with the focus now shifting to 4Q24...
The sluggishness of demand in the overall market had resulted in inconsistent fluctuations among contract prices of certain components during September...
TSMC has recently activated the stocktaking for its 8-inch capacity, and proposed solutions for revitalizing fab assets, due to the foundry having the largest 8-inch capacity...
Shipments for major products are still ongoing according to negotiated quarterly contract prices...
