With the unfolding of coordination on 2Q23 contract prices, smartphone OEMs have yet to turn aggressive on eMMC and UFS procurement from Samsung’s production cut...
Moving into 2Q23, Samsung’s latest announcement on its unprecedented production cut has yet to take effect on the demand side of the market...
As negotiation on 2Q23 contract prices began, prices are seen dropping continuously with Samsung having yet to implement an actual production cut...
The subsidy specifications of the CHIPS Act by the US government restrict applicants’ investment on 1X nm and below advanced nodes, as well as 28nm and above matured nodes...
So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...
Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...
The subsidization regulations from the CHIPS Act, issued by the US Department of Commerce on March 21st...
EU, US, Japan, Korea, Taiwan, China
TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
Pertaining to how UMC mentioned from its 4Q22 earnings call that the HV (High Voltage) process would evolve from the current mainstream 28nm to 17nm in the future...
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
Consumer confidence that has been affected by the declining global economy has led to a restricted degree of growth in the peak season...
