As indicated by the survey of global market intelligence firm TrendForce, North America is not seen with a sizable increase in orders due to how server ODMs have been aggressively reducing their inventory under a conservative outlook on the overall economy...
With the unfolding of coordination on 2Q23 contract prices, smartphone OEMs have yet to turn aggressive on eMMC and UFS procurement from Samsung’s production cut...
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...