As negotiation on 2Q23 contract prices began, prices are seen dropping continuously with Samsung having yet to implement an actual production cut...
According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...
According to TrendForce’s continuing investigation on the US CHIPS and Science Act, the subsidy application process of this law has been formally initiated...
As indicated by the survey of global market intelligence firm TrendForce, market dynamics are still at a standstill under a relatively low frequency of transactions and smaller orders between market participants...
As indicated by the survey of global market intelligence firm TrendForce, average concluded prices of wafers saw an apparent reduction this month at an average of 12% for mainstream 512Gb TLC wafer...
Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...
Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...