Presently, buyers and suppliers have begun discussions on 3Q23 contracts. The initial quotes indicate that there is not much room for a further decline in prices of DDR5 and LPDDR5X products...
Suppliers have now started their negotiations for 3Q23 prices. Considering how major US smartphone brands are exhibiting a lower level of demand in 2H23 compared to that of past years...
Buyers and suppliers are gradually entering negotiations for 3Q23 contracts. Although the markets for various categories of end products are expected to suffer a YoY decline in demand...
Negotiations for 3Q23 contract prices are about to begin. Despite the established consensus on a deterioration of annual end demand, the outcome could be mitigated due to seasonal effects in 2H23...
As contracts for 2Q23 are being finalized, there are divergence between DDR4 and DDR5 with respect to suppliers’ and buyers’ dispositions. In negotiations involving DDR4 products...
The increasing stocking among Chinese module houses since this month, as well as how US suppliers had yet to exhibit aggressive inclination in sales from their quarter-end financial reports...
Global GPU supply leader NVIDIA announced its FY1Q24 (January 30th 2023 – April 30th 2023) financial report on May 24th, which indicates a revenue of US$7.192 billion at a QoQ increase of 19%...
According to the global market intelligence firm TrendForce, NAND Flash prices kept falling in 1Q23, even as suppliers proceeded with their production cuts...
Negotiations for 2Q23 contract prices are still underway. PC buyers, as client SSD prices gradually draw new to cash cost, are becoming more inclined in establishing low-priced inventory...
For a significant number of contract negotiations, buyers and sellers have yet to reach agreements on price and quantity...
Continuing from last week, the magnitude of the decline in 2Q23 contract prices continues to grow. The downtrend is especially significant for PC DRAM and server DRAM...
Negotiations for 2Q23 are currently underway, where a sizable QoQ increase in client SSD orders by some NB OEMs has further enlarged the price reduction this quarter to an average drop almost...
Negotiations are currently ongoing for a significant portion of 2Q23 DRAM contracts. In fact, prices have not been finalized for more than 50% of orders...
