In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Suppliers prioritize profitable products. July NAND Wafer demand weakens, supply stays firm, price keeps rising, with future leveling likely.
Due to changes in US tariff policies, the global trade environment is shifting towards regionalization and high tariffs. Suppliers face order and profit declines and exchange rate pressures. With weak...
Contract pricing undecided; DDR4/LPDDR4x see stronger increases. DDR4 spot trading outpaces DDR5, with DDR5 prices declining. SK hynix benefits from AI and tariffs, DDR4 drives inventory down. HBM mar...
US tariff measures dampen market sentiment; contract price talks extend to late Q3. SK hynix's strong Q2 results driven by AI and SSD demand, but NAND pricing remains pressured. Inventory...
The 3Q25 contract market is stalled, with spot demand weak. For 2026, NAND Flash supply and demand are set to soften, driven by economic uncertainty and tariffs, indicating persistent price pressure.
Recent DRAM contract talks stalled; DDR5 gains moderating, DDR4 spot stabilizing. Looking ahead, supply and demand growth will significantly slow. Elevated inventory and weak end-demand point to contr...
eMMC/UFS contract prices for the third quarter of 2025 are projected to remain flat. Fading policy benefits, tariff impacts, and weak consumer demand limit upward movement. Suppliers are shifting focu...
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden...
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.
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...
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...
Quarterly TV Market Update offers a profound analysis based on market information, such as shipment data, product size changes, supply chain structures new product developments and hot topics to keep...
