Negotiations for 4Q22 contracts are still in the early stage, so no definite transaction prices have appeared...
Suppliers’ expansion of wafer spots for the purpose of eliminating capacity amidst the drastic reduction in 3Q22 orders had led to a fast decrease of prices during September...
Looking at the development of Samsung foundry's advanced manufacturing processes, unfavorable factors such as sluggish demand for consumer products...
Contract negotiations have been limited in September as both suppliers and buyers are waiting for the start of 4Q22 in October to begin talks on quarterly deals...
Having entered 4Q22, the supply end has unfolded negotiations in advance, though the procurement of enterprise SSD, due to the continuous reduction in demand among server brands...
According to the latest research by global market intelligence firm TrendForce, CXL (Compute Express Link) as a memory standard has been in continuous development since it was announced three years ag...
Moving to the middle of September, buyers and suppliers are now shifting their attention to 4Q22 contracts. Due to the persistence of the supply-demand imbalance...
Having now approaching the final phase of contract price negotiations at the end of 3Q22, suppliers, who are pressured by their annual performance review and the imminent settlement of financial state...
Looking at the performance of TSMC's 8-inch capacity utilization rate, the market officially entered a period of inventory adjustment at the start of 2H22 and customers have successively revised their...
Contract transactions have been sluggish and slow in progress, where sellers are now gradually seeking for sales through active price offerings...
Regarding prices of 3Q22 PC DRAM contracts, the lowest price of US$23.8 was arranged between Micron and a major PC OEM...
EU, US, Japan, Korea, Taiwan, China
Looking at the recent development of Samsung's 3nm process, after mass production of the 3GAE process in 1H22, Samsung’s first client is Chinese mining chip company PanSemi...
It is now the end of August, and contract prices of PC DRAM and server DRAM products are still on the downtrend and have registered MoM decreases...
Buyers, under the sluggish demand, are reluctant in negotiations, and are avoiding transactions and inventory increment outside of urgent orders...
