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DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year...
Since 2H21, the high inventory levels that ODMs and suppliers faced have already become the market’s new normal. Material imbalances are a predicament yet to be resolved, and inventory levels stubbornly resist digestion...
Regarding the state of the mobile DRAM market in 3Q21, global market intelligence firm TrendForce reports that some Chinese smartphone brands slowed down procurements because they had substantially lowered their annual device production targets...
Contract transactions in November still show declining prices. In particular, a small amount of transactions involving PC DRAM products are showing prices that are under the level of US$30...
Bit supply has significantly increased alongside the successive release of capacity for higher layers from suppliers...
The 3Q21 survey of the NAND Flash market by global market intelligence firm TrendForce finds that demand first started to weaken for Chromebooks, TVs, and some consumer products...
The latest analysis of the server DRAM market conducted by global market intelligence firm TrendForce finds that the procurement momentum as a whole remained robust in 3Q21 mainly because of the uncertainties in the supply chain...
Samsung will install about 5-10K wspm of 4nm capacity in 4Q21 and expand this capacity to a total of 15K wspm in 4Q22. Samsung has also slightly raised the yield rate of its 4nm node to 35-40%...
In the last season of 2021, MLCC suppliers’ BB ratio and shipments have both declined due to stagnant consumer demand, ODMs’ chip supply problems, material imbalances, and China’s electricity rationing measures...
Global market intelligence firm TrendForce reports that DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain...
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