As indicated by the survey of global market intelligence firm TrendForce, contract prices for SLC have been stabilized since 4Q23...
According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...
TrendForce indicates that while Samsung, SK Hynix, and Micron have all sampled HBM3e 12hi products, challenges remain in yield ramp-up and qualification, leaving uncertainty over the risk of HBM overs...
In the server DRAM segment, negotiations for 3Q24 contracts are mostly completed, with the focus now shifting to 4Q24...
The sluggishness of demand in the overall market had resulted in inconsistent fluctuations among contract prices of certain components during September...
As indicated by TrendForce’s latest survey, there have been divergences among dynamics of transactions for DDR4/LPDDR4 and DDR5/LPDDR5 in the DRAM market recently...
From this August to September, HBM suppliers have been unveiling their product development plans for the period between 2025 and 2030 through events like SEMICON Taiwan 2024...
TrendForce indicates that DDR4 and LPDDR4X prices are facing downward pressure due to sluggish consumer demand and CXMT's capacity expansion. Demand for DDR4 in PC, server, and consumer elect...
Shipments for major products are still ongoing according to negotiated quarterly contract prices...
The contract prices for 3Q24 have largely been set. Conventional DRAM prices are expected to increase by approximately 8-13% QoQ...
Contract prices for mainstream 1Tb and 512Gb NAND Flash have slightly dropped by 2-5% in 3Q24 due to weak demand in the supposedly peak season...
Given the current market conditions, the demand for whole servers is starting to recover over the quarters, mainly driven by the increased production capacity for the new platforms from CSPs...
Continuing from last week’s update, mobile DRAM remains the weakest application segment in terms of price trends. Prices of LPDDR4X products...
Apple plans to launch its flagship iPhone 16 series in September 2024. All four new models this year will feature the new processor made with TSMC’s 3nm node...
In 2Q24, global smartphone production totaled 286 million units, reflecting a QoQ decline of 3.4% but a YoY increase of 5.2%...
