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Even though the Lunar New Year holiday has ended, contract negotiations have yet to pick up. Since actual demand is still not significant...
The adjustments on server procurement among CSPs since January have also affected ODMs...
As indicated by the survey of global market intelligence firm TrendForce, the persistently high inventory cycles among buyers had resulted in conclusions of server DRAM contracts merely from a minor segment of small-scale buyers...
Global market intelligence firm TrendForce reports that DRAM suppliers started to offer quotes for 1Q23 contract prices before the Lunar New Year holiday...
Market intelligence firm TrendForce reports that the number of work days for this January is notably lower compared with the same month of the previous years due to the early arrival of the Lunar New Year holiday...
As indicated by the survey of global market intelligence firm TrendForce, smartphone brands, having started adjusting their inventory of various components since 2022...
The tendency of cautious evaluation in CapEx has spread to North American CSPs, and prompted various companies to lower their 2023 server procurement, which serves as the main update for the server market bulletin this week...
Because the Lunar New Year holiday will arrive soon, suppliers are not particularly energetic in offering quotes for all categories of DRAM products...
As indicated by the latest survey on supply chain by global market intelligence firm TrendForce, the initiation of a shrinking phase for the global economy has prompted the four major North American CSPs...
Now, entering 1Q23, negotiation is ongoing for some quarterly contracts. The overall DRAM ASP will certainly fall as demand remains weak...
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