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Friday 7 July 2023
NAND flash ASPs to fall 3-8% in 3Q23, says TrendForce
OEMs have maintained their efforts to cut production. Despite this, it is expected that the NAND flash market will continue to experience an oversupply in the third quarter of 2023,...
Friday 30 June 2023
Drops in memory contract prices to slow in 3Q23
Contract market prices for DRAM and NAND flash memory will continue to fall in the third quarter of 2023, albeit at a reduced rate, according to industry sources.
Monday 26 June 2023
Short-term orders become new normal for PC industry
Short-term orders have grown to become the main trend within the notebook industry as downstream brand vendors still feel uncertain about demand from the end market in the second...
Monday 26 June 2023
Compal sees end of customer inventory adjustments
Inventory adjustments at Compal Electronics' notebook customers have come to an end, according to Martin Wong, president of the Taiwan-based ODM. The company expects the second half...
Tuesday 20 June 2023
GMI expects components inventory to be back to normal levels in 3Q23
GMI Technology, a Taiwan-based distributor of electronics components, expects inventory to return to normal levels in the third quarter of 2023, with an optimistic outlook for communications...
Monday 19 June 2023
Old ICs remain in demand, OSAT Wafer Bank inventory depleting
The June 18 sales promotion ("618 shopping festival") in China kicked off on Sunday, and smartphone and well as car vendors offered discounts to consumers. Although the price competition...
Monday 19 June 2023
TSMC sees major clients restart order placements for 2024, advanced process utilization rebounding
TSMC has seen its capacity utilization rates for advanced processes below 7nm rebound slowly since June, and is poised to embrace a new wave of chip demand growth in 2024 as major...
Friday 16 June 2023
Adata expects inventory gains to buoy 2H23 proft
Adata Technology has been stockpiling low-cost chip supplies in anticipation of a spike in spot market prices beginning in the third quarter. Increases in inventory value, according...
Thursday 15 June 2023
IC design houses uncertain about 3Q23 outlook
Many IC design firms have already seen their customers place orders in advance and are on track to report brisk sales results for the second quarter of 2023. However, the fabless...
Thursday 15 June 2023
Memory module makers mixed about replenishing inventory
With memory spot prices hitting bottom, some module makers are starting to restock their memory inventory in anticipation of a rebound in demand in the second half of 2023, but others...
Wednesday 14 June 2023
IC distributors see lackluster demand for handsets
IC distributors are pessimistic about handset chip demand for the remainder of this year, as brand handset vendors have prioritized inventory management, according to industry sour...
Wednesday 14 June 2023
Many IC distributors continue adjusting inventory
Many Taiwan-based IC distributors are still engaged in inventory adjustments that have lasted longer than expected, according to industry sources.
Tuesday 13 June 2023
Leadframe maker I-Chiun sees customers near end of inventory correction
I-Chiun Precision Industry, a leadframe manufacturer, has noticed that its downstream clients are nearing the end of their inventory adjustments.
Tuesday 13 June 2023
IC design houses conservative about placing orders
Despite some progress in inventory correction, IC design firms continue to be cautious about placing orders with foundries, as demand in the end market remains weak, according to...
Monday 12 June 2023
Asustek expects return to growth track in 2H23
Asustek Computer aims to resume sales and profit growth compared to the same period the previous year in the second half of 2023.
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Summary of Tech Supply Chain News!
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