Worries- still unclear and gloomy end-demand
Still we have some worries for end of the month.
1. November's motherboard shipment projection declines at least 10 ~25% month on month comparing with Oct.
2. Quarter end of the Micron on November and coming year end of Samsung, Hynix and Taiwanese companies on December.
3. Strategies from Micron, Samsung and Hynix.
4. Currently buying demands are for pre-stocking or real demand? If most are still in the channels' or traders' stock which will cause another selling pressure in the near future.
The memory market watcher
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