Market Insights Intelligence Report

Market Insights is a monthly newsletter from Converge that delivers timely and relevant market intelligence to the electronics supply chain industry. Each issue spotlights current market and pricing trends on memory, processors, integrated circuits, storage products and LCDs. Our newsletter content comes from the Converge market intelligence team – a globally positioned team of commodity managers and data analysts who have a unique, vendor-neutral view into market and pricing trends on millions of products on the open market. 

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5/12/2010
Converge Market Intelligence Report - May 2010
The memory market is showing some signs of weakening, shortages and savings continue to drive the CPU market, shortages remain in ICs, rumors of a 3 TB drive affect market pricing, and the LCD market is cautiously calm before the storm.
4/14/2010
Converge Market Intelligence Report - April 2010
The gap between DDR3 memory spot and direct pricing is narrowing, a chaotic Arrandale CPU shortage market gains momentum, long lead times drive the IC market, product development drives storage capacity and speed, and the LCD market attempts to catch its breath.
3/17/2010
Converge Market Intelligence Report - March 2010
DDR2 memory module pricing rebounds while DDR3 is in short supply, the Intel Arrandale has arrived, shortages take hold, storage drives with the IDE interface remain in demand and LCDs experience a strong market
2/17/2010
Converge Market Intelligence Report - February 2010
Demand for DDR3 memory is expected to strain the supply channel, CPU supply and demand balance the spot market, expanding lead times fuel IC market, the storage market pauses before anticipated race in 2010 and merger mania buzzes the LCD market.
1/13/2010
Converge Market Intelligence Report - January 2010
2010 begins with strong demand in all memory categories, pockets of demand riddle the CPU market, shortages and extended lead times drive the IC market, storage demand remains strong, LCD shortages intensify and the new FedEx fleet is living large.
12/16/2009
Converge Market Intelligence Report - December 2009
The DDR3 memory market remains stable but DDR2 is showing weakness, CPU production demand increases, shortages are abound for integrated circuits, widespread shortages in the 3.5" storage market continue, desktop panel supplies tighten and freight importer security filing rules tighten.
11/11/2009
Converge Market Intelligence Report - November 2009
Memory pricing continues to increase for DDR2 and DDR3 modules, the Intel Atom market explodes, shortages of 3.5" drives continue, netbook LCD panel shortages continue and freight demand from Hong Kong faces dramatic shortages.
10/14/2009
Converge Market Intelligence Report - October 2009
Surprising demand for DDR2 modules rattles market while the market prepares for the impending launch of the Intel Calpella family of mobile CPUs.
9/16/2009
Converge Market Intelligence Report - September 2009
The memory market continues to rebound while shortages appear in the CPU and integrated circuits (IC) markets.
8/12/2009
Converge Market Intelligence Report - August 2009
Demand for mid- and low-range mobile CPUs continues while the fallout from the ITC's Tessera ruling remains uncertain.
7/15/2009
Converge Market Intelligence Report - July 2009
Shortages and lawsuits divide the semiconductor industry while DDR3 memory module demand remains strong.
6/17/2009
Converge Market Intelligence Report - June 2009
The Intel Atom fails to take off in the spot market while inquiries for DDR3 memory increase.
5/13/2009
Converge Market Intelligence Report - May 2009
The DRAM market remains unsettled with volatile weeks ahead, while demand in 3.5" and 2.5" storage devices increases...
4/15/2009
Converge Market Intelligence Report - April 2009
Netbooks drive increased demand for Intel’s Atom microprocessor, while early indicators point to a possible future DRAM memory shortage.
3/18/2009
Converge Market Intelligence Report - March 2009
Is the memory market back at the bottom again? Low prices and excess stock drive storage demand.
2/18/2009
Converge Market Intelligence Report - February 2009
The memory market is showing signs of life while processor demand in the spot market remains stable...
1/22/2009
Converge Market Intelligence Report - January 2009
January experiences and uptick in storage demand while SDRAM memory experiences a boost in open market activity...
12/17/2008
Converge Market Insights Newsletter - December 2008
2008 was perhaps the worst year for the DRAM market while demand for mid-level microprocessors is shrinking...
11/19/2008
Converge Market Insights Newsletter - November 2008
Compact pricing in lower-capacity storage drives burden the market while DRAM prices have stabilized - but market demand remains soft...
10/15/2008
Converge Market Insights Newsletter - October 2008
The DRAM market continues to free-fall while CPU shortages in September lead to market calm in October...
9/17/2008
Converge Market Insights Newsletter - September 2008
Contract and spot market pricing for memory suffers significant declines while demand increases for 3.5" storage devices...
8/13/2008
Converge Market Insights Newsletter - August 2008
The DRAM market is currently in a spiral as prices drop further while July proves to be an active month for CPU sales in the open market...
7/16/2008
Converge Market Insights Newsletter - July 2008
Predictions of a DRAM recovery in 2008 have been overstated while oversupply and decreased sales volumes characterize the storage market...
6/18/2008
Converge Market Insights Newsletter - June 2008
Uncertainty surrounds DRAM market while demand in storage remains soft...
5/14/2008
Converge Market Insights Newsletter - May 2008
Market prices for DRAM memory appear to be stabilizing while demand for higher capacity disk drives decrease...
4/16/2008
Converge Market Insights Newsletter - April 2008
Will DRAM prices stabilize? Demand remains strong for the Intel Wolfdale product line while price reductions continue for storage...
3/17/2008
Converge Market Insights Newsletter - March 2008
The DRAM market lacks stimulation while demand for Intel Core 2 Duo Wolfdale series continues to be strong...
2/13/2008
Converge Market Insights Newsletter - February 2008
Don't be fooled by the sudden rise in spot market pricing for DRAM memory over the last four weeks. Although the market has...
1/16/2008
Converge Market Insights Newsletter - January 2008
The theme for the first half of 2008 is surviving the DRAM market. As the new year begins, look for DRAM manufacturers to strive for stability during the first quarter...
12/13/2007
Converge Market Insights Newsletter - December 2007
There remains strong demand for 3.5" desktop drives in the higher-capacity HDDs. Most of the activity is on the 250GB, 400GB and...
11/14/2007
Converge Market Insights Newsletter - November 2007
The majority of CPU volume we are currently experiencing comprises slightly trailing-edge technology, consisting of...
10/10/2007
Converge Market Insights Newsletter - October 2007
The DRAM market is not showing any signs of a rebound after prices reached a new low at the end of September. The spot market was...
9/11/2007
Converge Market Insights Newsletter - September 2007
Against industry expectations, the market for DRAM memory is approaching the same lows experienced back in the spring, when most thought market prices had hit bottom.
8/14/2007
Converge Market Insights Newsletter - August 2007
The CPU market is experiencing a bit of a time warp. While “retro” remains in vogue, so do the 6XX and 9XX series of Intel desktop processors, which continue to be in demand and in short supply.

 
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