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Brands: Micron, Samsung, Hynix, Nanya, Kioxia, MXIC, Winbond, CPU, HDD
1, Samsung, Micron and other memory manufactures said they would no longer sell chips at low prices this month, which is expected to revive the market in the future.
2, In flash memory, there are plenty of stocks in common parts and demand is still weak.
3, DDR5 modules are in short supply and spot prices are high.
4, The demand for Intel LAN chips is low, and the price is present inverted down.
5, The CPU inventory is overstocked and most of the OEMs are dumping CPU products.
6, The shortage of GPU, some of the items are snapped up by domestic companies.
7, HDD shipments showed an overall downward trend, with the main shipments.
1, Samsung, Micron and other memory manufactures said they would no longer sell chips at low prices this month, which is expected to revive the market in the future
Customer inventory levels fell in the first quarter after a series of production cuts by the memory manufacturers. With memory chips selling almost at cost, several major memory manufactures have taken steps and refused to sell them at low prices.
At present, for DDR4 8Gb and 16Gb, Hynix has the lowest price. DDR4 8Gb price is around US$1.5, and DDR4 16Gb price is around US$3.0. The manufacturer has a large inventory and the demand is weak. Samsung and Micron prices are relatively stable. We can see some inquiries in the market with a very low target price. Transaction is difficult, mostly in the form of case to case. Demand for memory chips will likely remain weak in the second quarter, and Nanya predicts DRAM contract prices have a chance to stabilize in the third quarter. Industry insiders believe that the rebound time is still unclear, but it is expected that the storage market will start to pick up in the second half of the year.
2, In flash memory, there are plenty of stocks in common parts and demand is still weak
SSD prices still fell this week, but the range began to slow down significantly. Nor Flash is still an oversupply situation and there is room for bargaining as inventories remain high. In terms of Nand Flash Micron, 2Gb and 4Gb have inquiries, but there are fewer inquiries for general models. The channel said that the market price competition is fierce, and the market is mostly based on volume for price. Automotive items are still in short supply. EOL parts and low liquidity parts are with limited supply and hard to make the deals. There is little prospect of Nand prices falling in the future, and everyone is waiting for a key boost to demand.
3, DDR5 modules are in short supply and spot prices are high
Recently, due to the appearance of quality problems of DDR5 modules, the market which originally had little inventory was suddenly in short supply. The spot traders tried to raise the price, but the customer could not accept the high price. Current prices for DDR5 and DDR4 UDIMM are at historic lows, prompting demand from customers, which has led to a marked increase in spot prices. But the customer is still unwilling to accept the high price, waiting for the manufacture lead time order. Recently, there has also been a shortage of PC modules, which has led to a slight increase in spot market prices, but with PC and server demand still weak, it is difficult to drive prices higher. Server module inventory level is still high, the market is in a depressed state, the price is slow down, the overall market situation continues to show a shock trend.
4, The demand for Intel LAN chips is low, and the price is present inverted down
The IOTG product Ethernet Controller which became a hot item in the past 1 year, has finally been put on hold recently. The goods from Intel manufactory have come out one after another, the big OEM customers and FDs also have got the goods ordered before. However, since Intel raised the official price at the beginning of October, most of the order prices of LAN chips were higher, but the accepted price of the customers was still very low. Recently, also due to the demand is weak, leading to some of the previous red material items prices have fallen again and again. The price of most items from FD side is higher than the market price. For example, the item NHI350AM4, FD channel price is US$30, but the market order price is US$25 around.
5, The CPU inventory is overstocked and most of the OEMs are dumping CPU products
In terms of CPU, the overall demand is relatively weak, and the PC market is in a loss shipment state. No matter for the mainstream CPU or some old CPU items, the price has been falling all the way. Server CPU prices are also falling all the way down, there are some Stockholders who are clearing inventory. Overall, from last year to this year, many factories has overstock, in order to recover funds, they offered many stocks to the market. For the notebook and embedded CPU, the piece of the market is relatively slightly active, whether it is EOL or some new popular items, the market has many orders. Like i5-1135G7, the customer demand is large, the supply situation is relatively stable, some of the goods are from major OEM manufacturers, the price is relatively better than the channel. Affected by the hot of ChatGPT, some server CPU still out of stocks, such as 6334, 6342,ect.
6, The shortage of GPU, some of the items are snapped up by domestic companies
Artificial intelligence has become a hot topic recently. In the trend of artificial intelligence promoted by ChatGPT, GPU is particularly important for the whole AI model. As the calculation basis of the whole tide of AI, GPU has become the object of "grabbing" by most Internet companies, mainly focusing on items of A100, H100, A800, H800 and so on.
7, HDD shipments showed an overall downward trend, with the main shipments concentrated in enterprise-level large-capacity hard disks
From the current situation in the second quarter, HDD shipments have been showing a downward trend, not only further reduced than the previous quarter's shipments, compared with the same period of the previous year shipments are plummeting, more and more and no one buys. Although there are still some demands in the market, customer TP is generally low, and it is difficult to place orders. Recently the most shipments of HDD are still concentrated in the large-capacity enterprise level, especially 12TB, 16TB & 18TB. The price is relatively stable. The shipping price of 16TB is about US$215, and the shipping price of 18TB is about US$260. There are also more shipments of other capacities below 10TB, such as 4TB, 6TB, and 8TB are being shipped one after another. Colleagues in need can discuss in detail.
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