The contract market has been focusing on wafer transactions recently, where most suppliers are raising their quotations on the grounds of production cuts...
1. 2Q23 Global Macroeconomic Overview 2. Top 10 MLCC Suppliers' 2Q23 Market Share 3. Production and Shipment Overview 4. BB Ratio 5. Quarterly Shipment Forecast 6. Inventory Status 7. 3Q23 Mark...
As indicated by the survey of global market intelligence firm TrendForce, the DRAM industry generated US$11.428 billion of revenue in 2Q23 under a QoQ growth of 20.4%...
Suppliers are now approaching production cost for their selling prices, and have been aggressively raising their contract prices of wafers this month after yet another expanded production cut in 2H23....
Continuing from the previous week, DRAM contracts are still being negotiated at this moment. In the mobile DRAM segment...
The on-going reduction on 4Q23 orders among clients for major applications such as smartphones, PCs, and servers, with full adjustments on products ranging from AP to peripheral Wi-Fi and PMIC...
Entering August, many 3Q23 contracts are still being negotiated. The focus of the market is now on the four major CSPs’ prices and procurement quantities for server DRAM products...
Despite additional suppliers dropping their 2H23 production having entered August, the level of inventory among hyperscalers that still needs to be digested...
Now in July, contracts for 3Q23 have mostly been finalized. In the PC DRAM segment, prices of some DDR5 products have halted their decline...
Negotiations for NAND Flash contract prices are still at a stalemate as buyers have yet to comprehensively enlarge their procurement...
Samsung LSI + Foundry generated roughly US$4.04 billion (calculation based on US$1=KRW$1,315.68) of revenue in 2Q23 under an approximate QoQ increase of 17.3% attributable to...
Even though it is now approaching the end of July, contract negotiations...
Having arrived at July, TrendForce noticed that suppliers are now becoming reluctant in lowering their NAND Flash wafer prices...
Regarding negotiations for the 3Q23 contracts, suppliers and buyers for the most part have yet to reach a general agreement on price and are in a deadlock...
