Traditional DRAM computability can no longer fulfill the performance need of modern applications alongside the growth of demand for data processing and the increase of databases...
Suppliers have initiated the second variation of negotiations for 3Q24 contract prices with tier 1 PC and smartphone clients, where a mere increment of 5-10% is seen as a result of suppliers’ decelera...
Now, in the second half of July, only Samsung have provided quotes, while SK hynix and Micron are still waiting for further developments in the market...
TSMC generated US$20.82 billion (calculation based on US$1=NT$32.35) of revenue in 2Q24 at a QoQ growth of 10.5% attributed to how the ramped up shipment of 3nm, together with the continuance of AI-re...
In the server DRAM segment, Samsung has begun discussing 3Q24 contract prices with North American customers. However, Samsung’s quotes are a lot higher than buyers’ expectations, showing a QoQ increas...
Suppliers have been successively revealing their target prices for 3Q24 at a preliminary QoQ growth of 10-15% since entering the quarter...
Global market intelligence firm TrendForce reports that this year, the wider memory industry is benefiting from the continuous growth in demand bits, price hikes resulting from improvements in the sup...
Now, entering 3Q24, suppliers and buyers are in the midst of their quarterly contract negotiations. TrendForce maintains that contract prices are on the rise...
Consumer demand has yet to strengthen having entered 3Q24, where the extensively accumulated rebound of NAND Flash prices since rock bottom...
Recent rumors from the market are saying that Samsung’s in-house Exynos 2500 remains low and unstable in yield, and the new S25 slated for release in 2025 could either fully adopt Qualcomm’s products....
Continuing from last week, suppliers are releasing quotes for 3Q24 contracts. Currently, server DRAM is showing the largest price hike...
Market participants are starting to negotiate for their 3Q24 contract prices, having now entered July, where the supply end is showing a strong desire on pursing higher profits by carrying on with the...
Currently, at the end of 2Q24, DRAM suppliers are releasing initial quotes for 3Q24 contracts. Among the application segments, the most significant price hikes are observed for server DRAM...
Module houses, due to the sluggish retail market, have been actively negotiating with tier 1 PC and smartphone clients to seek mitigation from their increasing pressure of inventory...
TSMC’s capacity for 3nm is now under an exceedingly short supply in 2H24 after the full incorporation by the iPhone 16 series and new PC platforms such as Intel’s Arrow Lake/Lunar Lake...
