The focus of the market is gradually shifting to negotiations for 2Q25 contracts. Currently, suppliers’ initial quotes indicate a flat to slightly upward trend...
Suppliers are generally reluctant towards selling for 2Q25 amidst the strong sentiment of price hikes, and are thus unable to fully tend to clients’ demand...
TrendForce believes that memory demand in 1Q25 has been stronger than expected, aiding in inventory reduction...
Suppliers and module houses, who are reluctant to sell their products, are mostly implementing controls on product availability, aside from executing production cuts...
Samsung continues to raise the prices of LPDDR5X solutions for the Chinese market and its own branded smartphones...
Suppliers’ production cuts have started exerting effectiveness as seen from the recent rebound of spot prices, where clients are also exhibiting increasing willingness in purchases for 2Q25...
Negotiations for contract prices of various products are mostly done for this quarter. Among which, enterprise SSD saw a widened reduction to 18-23% as CSPs have yet to recover their purchase dynamics...
SK hynix has been receiving additional orders because Samsung is experiencing quality issues with many of its DRAM product lines...
The contract market has not shown notable changes compared with the previous week. However, there has been a surge in demand for overclockable SO-DIMMs specifically for NBs...
Suppliers have been negotiating aggressively with the demand end on 1Q25 prices after the conclusion of the Lunar New Year holiday...
Now, in 1Q25, the contract market is showing a wait-and-see attitude. Although actual demand remains weak, some buyers anticipate that prices might improve in the latter half of the year...
Aggressive price drops and promotions are no longer seen from contract prices for wafers due to suppliers’ successive announcements on production cuts since the end of January...
