Thursday 9 November 2023
DDR5 to see momentum recovery after lunar new year due to PC upgrades
As PC end-user inventory returns to healthy levels and supply chain replenishment demand gradually rebounds, memory module makers in Taiwan and China have pointed out that the output...
Tuesday 17 October 2023
Memory module houses brace for substantial cut in NAND wafer availability
As Samsung Electronics and other chipmakers substantially reduce their NAND flash wafer output, industry sources indicate that memory module manufacturers will have to compete on...
Friday 6 October 2023
Memory product distributors likely to stock up for year-end holiday shopping in China
Downstream memory product distributors have shown intentions to stock up ahead of the year-end holiday shopping in China amid rising prices of chip supplies from the upstream, according...
Tuesday 3 October 2023
Memory chip vendors see combined output halved, with shortages expected in coming 2 years
The top three memory chipmakers are cutting production to shore up prices, and their combined output has been practically halved, according to Simon Chen, chairman of memory module...
Wednesday 20 September 2023
Why are NAND flash prices soaring?
The prices of NAND flash memory have experienced an unforeseen increase, occurring earlier than anticipated, according to industry sources.
Tuesday 19 September 2023
Memory makers see end-market demand still lag behind supply
Memory makers continue to see end-market demand trail behind supply, but a recent surge in spot prices has prompted channel distributors and retailers to stockpile in anticipation...
Friday 15 September 2023
Chinese memory module firms offering low prices to compete for market share
Chinese memory module makers are gaining market shares with competitive pricing for their products, according to industry sources.
Wednesday 13 September 2023
Memory module houses to gain from NAND price rally
A recent supply-driven rally in NAND flash prices will allow memory module manufacturers to profit from previously accumulated low-price inventory, according to industry sources.
Friday 8 September 2023
Memory module houses hesitant to sell NAND flash inventory at low prices
Memory module manufacturers' reluctance to sell existing NAND flash inventories at low prices has driven up spot market prices since the end of August, according to industry source...
Thursday 31 August 2023
NAND flash spot prices rise
NAND flash memory suppliers appear determined to raise prices, resulting in a modest increase in spot market prices for August, according to industry sources.
Tuesday 29 August 2023
Memory module houses put growing focus on non-Chinese markets
Team Group and other Taiwan-based memory module houses have increasingly prioritized their expansion into non-Chinese markets due to intense price competition in the Chinese retail...
Thursday 17 August 2023
Chinese memory module firms stop taking orders in anticipation of chip price hikes
Chinese memory module makers have stopped offering product quotes or accepting orders as they expect memory chip suppliers to soon hike their prices, according to industry sources.
Wednesday 9 August 2023
Consumer DDR5 memory module prices collapse
Midrange and high-end DDR5 memory module prices for consumer electronics applications have fallen dramatically in China since 2023, with prices for 32GB DDR5 modules reaching about...
Tuesday 8 August 2023
Industrial memory module specialists see demand pick up
Industrial memory module demand is poised to pick up at a gradual pace in the second half of this year, while inventory adjustments for consumer DDR4 and SSD devices are proceeding...
Friday 4 August 2023
Memory module maker Transcend sees 71.9% quarterly growth as memory price decline slows
In the second quarter of 2023, memory module manufacturer Transcend benefited from an increase in gross profit margin and non-operating income, resulting in a net profit of NT$400...
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