The downturn in the global economy has affected smartphone production during 1Q24, and the quarterly total production worldwide has not returned to the pre-pandemic level of above 300 million units...
As 1Q24 comes to an end, DRAM suppliers and buyers have begun negotiating prices for 2Q24 contracts. Quotes from suppliers currently show QoQ...
With 1Q24 coming to an end, market participants have started negotiating for 2Q24 contract prices, where suppliers are generally asking for a 20% increase in quotations...
Even though global inflation continues to ease, a further lowering of the inflation is becoming more difficult as the target level approaches. The latest data from the US shows an increase in the CPI...
This issue of server bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations...
Demand- IT Display, Lighting, Automotive, Digital Display, UV LED, IR LED Supply- GaN AS/P MOCVD, Wafer Sufficiency
Demand- IT Display, Lighting, Automotive, Digital Display, UV LED, IR LED Supply- GaN AS/P MOCVD, Wafer Sufficiency
EU, US, Japan, Korea, Taiwan, China
According to TrendForce’s latest survey of the entire memory market, suppliers still hold the view that prices should continue to rise even after the hikes in 4Q23 and 1Q24...
Regarding contract price projections for 2Q24, TrendForce has revised up the QoQ increase in blended (overall) NAND Flash ASP but maintains...
An increase of nearly 20% is expected to be seen from contract prices of 2Q24 primarily due to the unmitigated constraints on enterprise SSD provision...
