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Weak Consumer Demand Leads to 28% Decline in DRAM Module Revenue in 2023

11/07/2024 | TrendForce
TrendForce’s latest analysis reveals that the global revenue for the DRAM module market reached US$12.5 billion in 2023—a YoY decline of 28%

Are Firms Holding Too Much Inventory?

10/30/2024 | Shawn DuBravac, IPC
In the aftermath of the 2008 financial crisis, manufacturers made significant adjustments to inventory management strategies as they faced sharp declines in demand and economic uncertainty. Manufacturers moved to scale back production and attempted to quickly reduce inventory levels. Post-crisis, many manufacturers adopted lean inventory practices, such as just-in-time (JIT) production, to minimize holding costs and illiquidity risks.

Factory Material Manager from ASMPT

10/24/2024 | ASMPT
Having accurate inventory data is the basis for making any improvements in your material flow, and the Factory Material Manager application delivers total data transparency.

Increased Production and Weakened Demand to Drive NAND Flash Prices Down 3–8% in 4Q24

10/15/2024 | TrendForce
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024, leading to a decline in wafer contract prices in Q3. This downward trend is projected to deepen, with prices expected to drop by more than 10% in Q4.

Buyers Focus on Inventory Reduction; Slowing Demand Growth Constrains Q4 Memory Price Increases

10/10/2024 | TrendForce
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.
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