Regarding the production of HBM products, SK hynix continues to dominate the market. SK hynix plans to double its production capacity by 2025...
Global market intelligence firm TrendForce reports that OEMs have been stockpiling components in advance to prepare for factory shutdowns during the long Lunar New Year holiday...
According to the latest research by global market intelligence firm TrendForce, contract prices of client SSDs continue to face downward pressure in 1Q25 (current quarter) due to rising inventory leve...
Due to seasonality and the US-China trade dispute, Chinese CSPs have scaled back server DRAM procurements. Conversely, North American CSPs maintain stable demand...
Suppliers had stocked up in advance during 4Q24 in preparation for demand that could surface amidst the imminent off season and the Chinese New Year holiday...
TrendForce forecasts a continued slump in the NAND Flash market in 2025, driven by weak demand and oversupply, leading to price declines. To stabilize the market, Micron has initiated production cuts,...
According to the latest research by global market intelligence firm TrendForce, the NAND Flash market is expected to continue its downward trend into 2025 due to the pressures of weak demand and a sup...
In 1H24, Micron and SK hynix successively completed the qualification of their HBM3e 8hi products with NVIDIA. The H200, which is the first AI chip to adopt this type of memory...
The outlook of the DRAM market has not shown signs of improvement, and price negotiations are deadlocked. The overall ASP has fallen by nearly 10%...
NAND Flash suppliers have begun to correct down their bit output growth targets for this year because consumer electronics brands have adopted a conservative view on the demand situation in the first...
Currently, the negotiation period for 1Q25 contract prices is underway. Observing the behavior of PC OEMs, there is a common demand for a QoQ reduction of 10%...
Suppliers have been successively lowering their output targets for this year in response to the weak market, though the three major end applications have also been reducing in purchase orders...
According to global market intelligence firm TrendForce, the momentum of DRAM procurements related to consumer products remained sluggish in December...
Global market intelligence firm TrendForce reports that DRAM suppliers and PC OEMs finalized 4Q24 DRAM module contracts during October and November...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market exhibited a clear divergence this month...
