The contract market focus shifts to the next quarter, with legacy products seeing clear price increases. Spot market transactions center on DDR4, with prices under pressure but no obvious oversupply....
Contract prices for NAND Flash rise on strong enterprise SSD demand; most segments see significant inventory reduction. Spot market remains sluggish as buyers await US-China policy direction.
The smartphone market shows weak third-quarter demand with cautious stocking; trade and geopolitical stability boost confidence, while AI-related orders drive growth amid cautious supply management.
LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone...
DRAM contract prices steadily rise, DDR4 tight supply drives migration to new-gen products. Micron outperforms, shifts to value-added focus.
Tariff changes, production cuts, and weaker subsidies improve NAND Flash supply-demand. Contract prices rise, spot market cools; Micron's focus on value products boosts shipments, market share, a...
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization...
Global economic slowdown and trade uncertainties have led suppliers to tightly control capacity and inventories, making market competition more intense and cautious. China's automotive and electric ve...
PC DRAM contract prices in Q2 2025 continue to rise, with DDR4 outpacing DDR5 due to changing supply-demand dynamics. Reduced supply, early procurement, and increased Nanya participation all contribut...
The DDR4 EOL notice sparked a buying spree, causing significant spot and contract price hikes, especially for DDR4 8/16Gb. Supply-demand imbalance persists with further contract price increases expect...
UMC focuses on mature processes in China with limited expansion; main growth is in Singapore fab, while Vanguard accelerates capacity in the new Singapore fab, surpassing industry growth.
3Q25 memory prices rise above forecasts as supply tightens. DDR4 surges, new products rise moderately; NAND Flash up only in enterprise.
DDR4 prices rise due to EOL effects and buying demand, focusing on certain players. DDR5 sees slight growth from CSP order returns with steady pricing. AMD's server market penetration grows, bene...
NAND Flash wafer supply tightens as makers focus on high-margin products. June prices up slightly; July gains remain capped.
Driven by robust AI edge and industrial demand, SLC and MLC NAND Flash contract prices continued rising in June. SLC, favored for its durability, sees strong demand in emerging applications, supportin...
