Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...
Continuing from last week, the magnitude of the decline in 2Q23 contract prices continues to grow. The downtrend is especially significant for PC DRAM and server DRAM...
Negotiations for 2Q23 are currently underway, where a sizable QoQ increase in client SSD orders by some NB OEMs has further enlarged the price reduction this quarter to an average drop almost...
As indicated by the latest survey of global market intelligence firm TrendForce, server ODMs have started stocktaking and discussing inventory reduction on a monthly basis from the pressure accumulate...
Negotiations are currently ongoing for a significant portion of 2Q23 DRAM contracts. In fact, prices have not been finalized for more than 50% of orders...
Efficacy of production cuts is gradually manifesting for 2H23 alongside an expansion in scale among South Korean suppliers...
Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...
DRAM suppliers have been proactively scaling back production. However, as of 2Q23, the reduction in bits on the whole has yet to be enough to effectively reverse the oversupply situation...
The negotiation atmosphere of the contract market has been somewhat altered by the production cuts of suppliers...
TrendForce Touch Taiwan 2023 Exhibit Report
Even though DRAM suppliers are indicating that they will further scale back production, prices for 2Q23 DRAM contracts have registered...
Despite on-going signals regarding an expansion in production cut among suppliers, the QoQ drop of contract prices released for 2Q23...
TSMC mentioned from its earnings call on April 20th that the foundry had suffered a QoQ drop of 12.8% in 1Q23 wafer shipment under clients’ inventory revisions...
Although Samsung announced a production cut on April 7, prices for 2Q23 contracts have yet to stabilize, and PC DRAM contract prices continue to plummet...
