In December, DRAM suppliers reported recovery on the demand side, and that server DRAM orders from China were especially brisk as Chinese telecom companies were in the full swing with their tenders...
According to the latest research by market intelligence firm TrendForce, prices of NAND Flash wafers, which experienced the worst loss of profit margin among memory products...
As indicated by the survey of global market intelligence firm TrendForce, buyers had started stocking up in advance during early 4Q23 when contract prices began rebounding...
As indicated by the survey of global market intelligence firm TrendForce, module houses had slightly mitigated in stocking dynamics during December with the passing of the peak shipment season for the...
As indicated by the survey of global market intelligence firm TrendForce, major end applications of SLC and MLC NAND Flash packaged dies...
Global market intelligence firm TrendForce reports that now, at the end of 4Q23, the DRAM market is definitely expecting prices to go up in 1Q24...
The four major North American CSPs are still in the process of negotiating DRAM contracts that combine 4Q23 and 1Q24...
Wafer prices, despite ongoing increment throughout December, are starting to exhibit stagnation in elevation after 512Gb surpassing US$3.0 from the lowest price point of US$1.4 this year...
After a sizable increment in wafer prices that lasted for several months, various end products of NAND Flash will be introducing another wave of price hike throughout 1Q24 at an expected QoQ growth...
Chinese smartphone brands maintain their stock-up momentum. Since shipments have been brisk in 4Q23, the overall inventory of mobile DRAM has also returned to a relatively safe level...
According to the latest research conducted by global market intelligence firm TrendForce, Chinese smartphone brands proactively stocked up on components in 4Q23 and are now expected to maintain a rela...
DRAM contract transactions in November mainly involved Chinese CSPs, while North American CSPs remained rather passive because they intend to combine 4Q23 and 1Q24 for the contract price negotiation.....
Suppliers are continuously dropping in inventory attributed to the robust demand and expanded stocking orders of smartphones and notebooks...
Regarding the annual total shipments of whole servers for 2023, TrendForce’s latest revision made in November indicates a YoY decline of 6.05%...
With the completion of channel inventory adjustments, the smartphone industry has seen the return of strong peak-season momentum for device production and stock-up activities during 2H23...
