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Even though the Lunar New Year holiday has ended, contract negotiations have yet to pick up. Since actual demand is still not significant...
Negotiations between buyers and sellers have yet to turn aggressive after Chinese New Year, where buyers are still focused on individual negotiation for each single order and inventory pulls in batches...
Samsung foundry generated a QoQ increase of roughly 2.4% in 4Q22 revenue (calculated in KRW), and US$5.6 billion (calculated in US$) under a minor QoQ growth of approximately 1%...
The adjustments on server procurement among CSPs since January have also affected ODMs...
As indicated by the survey of global market intelligence firm TrendForce, downstream buyers, seeing how stocking dynamics were rather appalling during Chinese New Year under no apparent recovery in demand...
As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor segment of small-scale buyers...
As indicated by the survey of global market intelligence firm TrendForce, SLC NAND Flash prices had maintained stability in January without significant negotiation progress...
Global market intelligence firm TrendForce reports that DRAM suppliers started to offer quotes for 1Q23 contract prices before the Lunar New Year holiday...
Market intelligence firm TrendForce reports that the number of work days for this January is notably lower compared with the same month of the previous years due to the early arrival of the Lunar New Year holiday...
Covid-19 utbreaks oin China hiked as soon as 2023 started after restrictions were lifted. While the relaxation of restrictions has a positive impact on long-term economy, it will also affect the society in the short term......
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