1.1Q23 Global Macro Economy Overview 2.Top 10 MLCC Suppliers' 1Q23 Market Share 3.Production and Shipment Overview 4.BB Ratio 5.Quarterly Shipment Forecast 6.Inventory Status 7.2Q23 Market Outl...
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...
Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...
The US Department of Labor’s latest release of the CPI for April shows a YoY increase of 4.9%, indicating that inflation in the US is gradually cooling down. However, core inflation remains higher tha...
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...
As indicated by the latest survey of global market intelligence firm TrendForce, server ODMs have started stocktaking and discussing inventory reduction on a monthly basis from the pressure accumulate...
Production of server motherboards has yet to increase or decrease significantly after the surveying on the supply chain...
The PCE of the US rose by 4.2% YoY for March, according to the US Labor Department. This result was higher than the original projection of 4.1%. Similarly, the “core prices”, which exclude food and en...
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...
Efficacy of production cuts is gradually manifesting for 2H23 alongside an expansion in scale among South Korean suppliers...
Off season in the consumer market, together with inventory revisions among clients, had affected Samsung Foundry’s performance in shipment and capacity utilization, which shrank its 1Q23 revenue to...
