Even though the Lunar New Year holiday has ended, contract negotiations have yet to pick up. Since actual demand is still not significant...
Negotiations between buyers and sellers have yet to turn aggressive after Chinese New Year, where buyers are still focused on individual negotiation for each single order and inventory pulls in batche...
Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...
Because the Lunar New Year holiday will arrive soon, suppliers are not particularly energetic in offering quotes for all categories of DRAM products...
The negotiations for 1Q23 contract prices are currently happening. In terms of enterprise SSD contract prices, suppliers have negotiated on their first edition of quotations...
Global market intelligence firm TrendForce reports that moving into 1Q23, the consumer electronics market is now experiencing the headwinds of the traditional low season...
As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American C...
Now, entering 1Q23, negotiation is ongoing for some quarterly contracts. The overall DRAM ASP will certainly fall as demand remains weak...
Negotiations on contract prices have been slow amidst buyers’ wait-and-see sentiment on procurement, and contract prices of each product category...
TSMC hosted a ceremony at Fab18 located in the Southern Taiwan Science Park on December 29th celebrating the mass production of 3nm and expansion of P8...
Chinese foundries, seeing how stocking dynamics have been sluggish from clients...
TrendForce forecasts that the overall DRAM ASP will drop by around 13-18% QoQ for 1Q23. It is worth pointing out that Micron...
The latest wave of sanctions (announcement of Entity List) imposed on Chinese suppliers by the US has prevented sellers from engaging active sales of wafer contracts during December...
Continuing from last week, the momentum of price decline is still concentrated in the server DRAM segment...
End buyers of consumer electronics, under conservative stocking and the slight contribution from seasonal demand, have sizably improved in inventory compared to the previous quarter...
