As indicated by the survey of global market intelligence firm TrendForce, average concluded prices of wafers saw an apparent reduction this month at an average of 12% for mainstream 512Gb TLC wafer...
As indicated by the survey of global market intelligence firm TrendForce, buyers were generally conservative towards procurement throughout the first two months of 1Q23...
So far in 1Q23, DRAM suppliers on the whole have yet to make significant progress in inventory reduction...
Market participants, having entered the negotiation stage for 2Q23 contract prices, are still seeing a relatively large disagreement pertaining to the degree of price reduction...
Global market intelligence firm TrendForce reports that during 1Q23, the demand situation in the consumer electronics market has yet to show a notable improvement from the previous quarter...
TrendForce’s latest survey of server DRAM transactions indicate that server DRAM contract prices has experienced the largest MoM decline within 1Q23 in March...
An observation on 2Q22 demand indicates that North American hyperscalers are still reducing their inventory that was accumulated last year...
Server Market: Review of 4Q22 and Outlook for 1Q23 Developments of Server OEMs & CSPs OEMs’ and CSPs’ Relations with Taiwan’s ODMs Key Server Market Topics and Trends TRI’s View
The projected QoQ declines in contract prices for 2Q23 have widened because demand has remained quite weak during 1Q23...
Most suppliers are currently settling their 1Q23 financial performance right now, and some suppliers are still offering competitive prices in order to lock onto a certain period of future demand...
TrendForce’s analysis of the performance of the server market in 4Q22 finds that CSPs and OEMs were still adjusting their inventories so as to eliminate the problem of component mismatch...
Consumer confidence that has been affected by the declining global economy has led to a restricted degree of growth in the peak season...
Global DRAM revenue came to a total of US$12,281 million for 4Q22, showing a QoQ plunge of 32.5%. The magnitude of decline was widened from 3Q22 to exceed 30%...
Suppliers have yet to improve in pressure of price reduction from production cuts during 1H23 due to the dropping server shipment that started from 4Q22...
The QoQ decline in server DRAM contract prices for 1Q23 was more or less set in February, but contract prices of the mainstream DDR4 server DRAM modules...
