12/08/2024
Semiconductor market analysis:
In August, driven by the continued hype of various AI application demands and the abundant returns of the stock market, the upstream chip manufacturers have further strengthened their determination to continue to raise prices; the overall market demand is still weak, and the foreign trade market has obviously been hot, which seems to have grasped the clearance status of domestic OEM factories. The storage market that has been rolled up to the sky has spread throughout the domestic and foreign markets, and the logic of the upside-down and losing money business is difficult to alleviate for a while; the domestic storage industry chain is panic-stricken and unwilling to fight again. The ups and downs of the storage market seem to be lonely this week, and safe and compliant operations are further popularized;
DRAM / Memory Bar:
This week, the memory market continued to fluctuate and consolidate, and fluctuated in a narrow range. The negative DRAM market has stabilized. The volatile upward trend tests the trading methods. The panic sentiment in the market has eased, and the transaction of buy and sell inquiries is obviously strong, which is an obvious signal for the development of the later market;
SSD / Solid State Drive ：
Although the SSD market has already bottomed out, the vicious bottoming out is enough to show that the competition in the storage market is fierce. The enthusiasm for stocking up was not felt during the school season. Affected by the customs investigation in the previous stage: large-capacity and high-speed chips are out of stock and prices are firm. INK has emerged as a scattered source of goods, and you still need to open your eyes to identify the source and quality authenticity. The enthusiasm for inquiries has increased and instantly boosted industry confidence;
