Negotiations for wafer contracts are currently underway having entered November, though suppliers, who are pressurized by both year-end sales and ascending inventory...
Now, in 4Q24, the latest survey of contract transactions indicates that only the server DRAM segment shows noticeable trading volumes...
Regarding negotiations for contract prices of various NAND Flash products having entered mid-4Q24, both enterprise SSD and client SSD have reached their first edition of quotations...
In addition to the previously mentioned DDR4 and LPDDR4X, recent observations also indicate that more advanced DDR5 and LPDDR5X are now facing significant downward price pressure...
Consumer products from various markets are seeing a QoQ improvement in sales performance after entering the festival season of 4Q24 thanks to e-commerce promotions...
Not only is CXMT supplying abundant amounts of DDR4 and LPDDR4X products, but the prices of LPDDR5X solutions used in smartphones have also started to drop starting in this fourth quarter...
Revisions for purchase orders of consumer products are ongoing, where end clients, due to the weak momentum in the supposedly peak season...
There are two main points regarding fourth-quarter DRAM contract prices: First, the mobile DRAM segment is seeing the weakest price trend...
3Q24 was seen with smartphone brands actively ridding their inventory, followed by a reduction in order pulls from the PC market amidst weakening demand...
Now, moving into 4Q24, negotiations over contract prices are still ongoing. On the whole, prices of DDR5 products are expected to remain relatively strong, with an estimated QoQ increase of around 5%....
As of mid-October, neither the traditional peak season (3Q24) that just concluded, nor China’s National Day holiday, were able to significantly revitalize the demand of the consumer market...
The DRAM market is currently divided on future price trends, but it is evident that the prices for DDR4 and LPDDR4X products are unlikely to recover anytime soon due to several factors...
Negotiations for 4Q24 contract prices of enterprise SSD are currently ongoing, though the increment has been extensively subsided compared to...
Moving into 4Q24, since buyers are still focused on inventory clearance, transaction volumes are expected to drop further...
