Supply chain
Highlights of the day: DRAM ASP not to fall

Following Kingston Technology's recnet move to raise prices for standard DRAM products, fellow module makers now believe DRAM ASP is unlikely to fall in fourth-quarter 2020 and have now started resuming puchases. The handset market is also heading towards recovery in the fourth quarter. Suppliers of FPCB materials now expect shipments to be driven by stable demand from Apple for its new iPhones and from Chinese vendors looking to expand share in their domestic market. In the gaming smartphone segment, Asustek Computer and Qualcomm reportedly are forming a partnership that can shore up the former's device shipments and give birth to the US chip vendor's own-brand phone.

DRAM pricing unlikely to fall in 4Q20: Spot market prices for DRAM and NAND flash memory have been rising over the past several weeks, with ASP for the former unlikely to fall in the fourth quarter of 2020, according to sources at memory module makers.

Vendors of handset FPCB materials eyeing strong 4Q20: Taiwan's suppliers of flexible PCB materials including FCCLs and polyimide (PI) films are optimistic about their sales performance for fourth-quarter 2020, which will be bolstered mainly by stable shipments for new iPhones and strengthened shipment pull-in momentum from Chinese handset vendors, according to industry sources.

Qualcomm reportedly to develop own-brand gaming smartphones with Asustek assistance: Qualcomm reportedly will team up with Asustek Computer to develop and launch its own-brand gaming smartphones at the end of 2020 at the earliest, according to industry sources.

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