Global market intelligence firm TrendForce reports that after finalizing their 4Q22 contracts in October, the major DRAM suppliers and PC OEMs were mostly quiet during November and December...
The release of new-gen server CPUs Intel Sapphire Rapids and AMD Genoa in 4Q22 has led to continuous discussion in CXL...
Global market intelligence firm TrendForce reports that with Chinese government easing its measures for controlling local COVID-19 outbreaks...
As indicated by the latest survey of global market intelligence firm TrendForce, 4Q22, carrying on from the price projection...
TrendForce forecasts that the overall DRAM ASP will drop by around 13-18% QoQ for 1Q23. It is worth pointing out that Micron...
Continuing from last week, the momentum of price decline is still concentrated in the server DRAM segment...
1. European Chips Act 2. US Subsidy Policies 3. Japan Subsidy Policies 4. Partnership between Japan and the US 5. LSTC 6. Cooperation Framework and Organization of Rapidus 7. Strategy for Future...
3Q22 saw a total smartphone production of 289 million units under a minor QoQ reduction of 0.9%...
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18,187 million...
Moving into December, negotiations between DRAM suppliers and server DRAM buyers are still taking place...
Global market intelligence firm TrendForce reports that consumer DRAM contract prices were still on the slide in November as buyers were passive in face of slumping demand for end products...
As indicated by the survey of global market intelligence firm TrendForce, server DRAM prices are yet to be favored by buyers despite approaching the end of the year...
According to TrendForce’s analysis of the PC DRAM market for November, the major DRAM suppliers and PC OEMs did not actively engage in new discussions about prices for the remainder of 4Q22...
The latest update on DRAM contract prices for November is as follow: (1) PC DRAM contract prices have remained...
CSPs and OEMs had started adjusting inventory involved with component mismatches in 3Q22, and lowered material preparation that was elevated during the pandemic...