Most quarterly contracts have yet to be finalized, and negotiations will continue after the Lunar New Year holiday. As projected earlier by TrendForce...
Continuing from previous updates, contract prices for 1Q25 have only been negotiated for partial products, and the rest will resume talks after the conclusion of the Chinese New Year holiday...
Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...
Suppliers had stocked up in advance during 4Q24 in preparation for demand that could surface amidst the imminent off season and the Chinese New Year holiday...
The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...
NAND Flash suppliers have begun to correct down their bit output growth targets for this year because consumer electronics brands have adopted a conservative view on the demand situation in the first...
Currently, the negotiation period for 1Q25 contract prices is underway. Observing the behavior of PC OEMs, there is a common demand for a QoQ reduction of 10%...
Suppliers have been successively lowering their output targets for this year in response to the weak market, though the three major end applications have also been reducing in purchase orders...
The declines in the ASPs of different categories of DRAM products will further widen in 1Q25. Due to the seasonal lull, transaction volumes are unlikely to increase...
Demand for the contract market is expected to be further challenged throughout 1Q25. Aside from traditional off season factors, the suspended production period of nearly...
Looking at transactions in the contract market, the situation is similar to last week. PC OEMs are still actively clearing their inventories...
