On New Year’s Day in 2024, the Noto Peninsula in Japan was hit by a strong earthquake with an intensity level reaching 7.6. This natural disaster caused severe damage to public facilities, buildings,...
This issue of server bulletin provides an update on server ODMs’ recent outlook towards 2024...
Now, at the start of 1Q24, negotiations are still ongoing for quarterly contracts, and transaction prices have yet to be finalized...
Regarding contract prices of NAND Flash for 1Q24, there have been successive conclusions for SSD at an average QoQ growth of more than 20%...
An observation on the changes to TSMC’s capacity utilization for 7/6nm nodes indicates that the transition of mainstream smartphone APs and HPC chips to 5/4nm has left the former with merely partial 4...
Smartphone brands are generally optimistic about their smartphone production plans for 1Q24, and this view is also reflected in the energetic stocking of key components...
In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
According to the latest research by market intelligence firm TrendForce, prices of NAND Flash wafers, which experienced the worst loss of profit margin among memory products...
As indicated by the survey of global market intelligence firm TrendForce, buyers had started stocking up in advance during early 4Q23 when contract prices began rebounding...
As the year 2023 comes to an end, the International Monetary Fund (IMF) forecasts that the annual growth rate of global GDP will shrink slightly from 3% this year to 2.9% next year...
As indicated by the survey of global market intelligence firm TrendForce, major end applications of SLC and MLC NAND Flash packaged dies...
Global market intelligence firm TrendForce reports that now, at the end of 4Q23, the DRAM market is definitely expecting prices to go up in 1Q24...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and organizes key market demand for 2024...
The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...
