The heavyweight news in August is probably rumors that Samsung will postpone its production plan and continue to produce DDR4 until the end of 2026. The reason for this decision is that Samsung lags behind Hynix and Micron in the HBM field, with limited profits.

The demand for NAN small capacity SLC Nand Flash has increased compared to last month, while the market supply has decreased and prices continue to rise. It is advisable to have some safety stock available.

DDR4 modules remain the most popular category in the spot market with the largest price increase, with module prices far exceeding those of pellets. Although some original manufacturers have extended the supply period of DDR4 and appropriately increased the supply, it is mainly aimed at long-term customers; And there are still a large number of older processor platforms and device models that require DDR4 to support memory.

In August, the prices of small capacity 1T and 2T desktop hard drives continued to increase, with a weekly increase of 2% -3%. The channel side could only receive a small quantity of goods per week, and the quantity was not fixed, only depending on how much the general agent could offer.

There is also a demand for H20 modules in August, but due to the high price of the modules themselves, customers are currently in a wait-and-see state and will not place orders temporarily.

Recently, the IB cards of Maxus are still very popular, but NVIDIA's original factory delivery time is delayed and there is not much agent inventory, so they are currently in a shortage state.

Recently, the supply of 3rd, 4th, and 5th generation CPUs on servers has been tight, and original factory discounts have been cancelled, resulting in longer delivery times. Popular models such as 431443164310.6326.6336Y. 5318Y.644Y, etc