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NEWS TAGGED SPOT MARKET
Tuesday 4 January 2022
DDR5 key to stimulating overall DRAM bit supply growth in 2022
The overall DRAM bit supply growth is expected to decelerate in 2022, but demand for DDR5 memory could still be providing momentum, according to industry sources.
Thursday 30 December 2021
DRAM spot prices picking up
DRAM spot market prices have been picking up since December 2021, a bullish sign for the near-term price trend, according to industry sources.
Tuesday 30 November 2021
Memory spot prices drop at slower pace
DRAM and NAND flash memory spot prices continue trending downward but at a slower pace, and are expected to bottom out in the first quarter of next year, according to industry sour...
Friday 5 November 2021
PC DRAM spot prices remain under downward pressure
South Korean vendors have moved to control their output to stop DRAM prices from falling further, but commodity DRAM prices in the spot market remain under downward pressure with...
Friday 29 October 2021
DDR4 spot prices falling
Spot market prices for mainstream DDR4 DRAM memory have been falling since October, giving buyers more bargaining power in upcoming price negotiations, according to industry source...
Wednesday 20 October 2021
Samsung new NAND flash capacity coming online in 2H21 may worsen price falls
The gradual commercialization of Samsung Electronics's new production capacity for NAND flash memory in the second half of 2021 has sparked concerns among market observers about a...
Thursday 30 September 2021
Notebook vendors remain optimistic about 1H22
Notebook vendors including Dell and Asustek Computer remain upbeat about their shipments in the first half of 2022, and have already placed orders for next year with their chip suppliers,...
Friday 3 September 2021
DDR3 contract prices likely to drop in 4Q21
DDR3 contract prices for the fourth quarter will be under downward pressure, as spot prices have been falling recently, according to industry sources.
Tuesday 31 August 2021
IPC makers to not buy over-priced components in spot market
Advantech will stop procuring over-priced components from the spot market, except in cases where it has to serve important clients who are willing to cover all extra costs of buying...
Tuesday 31 August 2021
DRAM spot prices falling rapidly
DRAM spot prices have fallen at a rapid pace in August, which may put contract prices for the fourth quarter under downward pressure, according to industry sources.
Wednesday 11 August 2021
IC shortages to continue impacting 3Q21 server shipments, says Digitimes Research
Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages...
Monday 19 July 2021
Mitac sees 52-week lead time for server component deliveries
The server industry is currently seeing a lead time of up to 52 weeks for its component deliveries with lingering shortages, which will not have a chance to improve until 2022, according...
Monday 19 July 2021
Memory channel sales in China sluggish
Memory module houses and channel distributors are less optimistic about the outlook for China's channel sales in the third quarter of 2021, despite an ongoing rally in contract market...
Tuesday 29 June 2021
TSMC likely to post record June revenue
TSMC is expected to see its revenue hit another record high in June 2021, despite a reported cutback in orders from China's Bitmain, industry sources believe.
Friday 18 June 2021
Nanya to see over 25% revenue gains in 2Q21 on rising DRAM ASPs
Nanya Technology is expected to post revenue growth of 25% or more sequentially in the second quarter of 2021, buoyed by sharp DRAM price rises, particularly for DDR3 solutions, according...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research