According to the Consumer Confidence Index data released by the University of Michigan in May, the index for American consumers has reached 67.4, hitting a six-month low. Hence, there is a lack of pro...
Based on the observations on inventory preparations for the 618 E-Commerce Festival, smartphone brands have not significantly raised their device production targets for 2Q24...
Having arrive at the end of May, the consumer market remains conservative towards future demand, while suppliers are expected to carry on with their intention in raising prices throughout 3Q24...
Global EV Sales and Brand Ranking report provides data, forecasts, and analyses on global sales of electric vehicles (EVs) and new energy vehicles (NEVs) by powertrain type and region. It includes the...
Continuing from last week, contract negotiations are still ongoing in the server DRAM segment. Looking ahead to 3Q24, the QoQ hikes in contract prices of conventional DRAM products are projected to...
EU, US, Japan, Korea, Taiwan, China
Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...
This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
The US economic data for 2Q24 has been mixed. The latest reports show that the US CPI rose by 3.4% YoY for April, with a lower growth rate as expected by the market. However, the country’s PPI unexpec...
In the mobile DRAM segment, smartphone brands have been hesitant to accept the quotes that were offered by DRAM suppliers at the start of this second quarter and show QoQ hikes of 15-20%...
It has not been easy for wafers to ascend in prices this month as consumer product brands are maintaining their conservativeness towards 2H24 demand...
