Although NAND suppliers have continued to roll back production, there is still an oversupply of NAND Flash as demand for products such as servers, smartphones, and notebooks is still too weak. Therefore, TrendForce predicts that the ASP of NAND Flash will continue to fall in 2Q23, though that decline may shrink to 5~10%. The key to supply and demand returning to a market equilibrium lies in whether NAND suppliers can cut back on production even more. TrendForce believes if demand remains stable, then the ASP of NAND Flash will have an opportunity to rebound in 4Q23; if demand is weaker than expected, then ASP will take longer to recover.

Client SSD: Currently, PC OEM's have managed to liquidate most of their component inventory, and are now gearing up in preparation for mid-year sales events. Suppliers are cutting prices to clear out their inventories of PCIe Gen 3 SSDs, which are gradually being phased out. Meanwhile, prices of PCIe Gen 4 SSDs continue to face downward pressure due to a slow intake of new customer orders. The continuous decline of QLC products in 1Q23 has also dragged down the prices of TLC products, and there is relatively little room for prices to keep falling in 2Q23. While it still remains unclear whether or not demand will recover, TrendForce projects that the prices of PC client SSDs will drop 5~10% in 2Q23.

According to TrendForce research, due to steady weakening of overall demand for consumer electronics, inventory pressure has increased among downstream distributors and brands. Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions. However, stable demand for automotive and industrial equipment is key to supporting the ongoing growth of foundry output value. At the same time, since the creation of a marginal amount of new capacity in 2Q22 led to growth in wafer shipments and a price hike for certain wafers, this drove output value among top ten foundries to reach US$33.20 billion in 2Q22. Quarterly growth fell to 3.9% on a weakening consumer market.

A prelude to inventory correction was officially revealed in 3Q22. In addition to intensifying severity in the initial wave of order slashing for LDDI/TDDI, and TV SoC, diminishing order volume also extended to non-Apple smartphone APs and peripheral IC PMIC, CIS, and consumer electronics PMICs, and mid-to-low-end MCUs, posing a challenge for foundry capacity utilization. However, the launch of the new iPhone in 3Q22 is expected to prop up a certain amount of stocking momentum for the sluggish market. Therefore, top ten foundry revenue in 3Q22 is expected to maintain a growth trend driven by high-priced processes and quarterly growth rate is expected to be slightly higher than in 2Q22.

Worldwide shipments of traditional PCs declined 15.3% year over year to 71.3 million units in the second quarter of 2022 (2Q22), according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. This was the second consecutive quarter of lower shipments following two years of growth. The decline was worse than expected as supply and logistics further deteriorated due to the lockdowns in China and persistent macroeconomic headwinds.

"Fears over a recession continue to mount and weaken demand across segments," said Jitesh Ubrani, research manager for IDC's Mobile Device trackers. "Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets. Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases."

In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce's investigations. ASP fell by nearly 5% and the overall industry posted revenue of US$18.5 billion, a QoQ decrease of 2.1%. This was primarily due to a decline in the purchase demand of various products and a market shift to oversupply causing a drop in contract prices. In 4Q21, with the exception of enterprise SSD, the supply of which was limited by insufficient upstream components, the prices of other NAND Flash products such as eMMC, UFS, and client SSD, all fell.

TrendForce's summary of NAND Flash market sales performance in 2021 is as follows: although there have been signs of weakening since 2H21, thanks to remote services and cloud demand driven by the pandemic, revenue performance still grew significantly compared to 2020. Revenue reached US$68.6 billion, up 21.1% YoY, the second-biggest increase since 2018.

According to the latest insights from DigiTimes, industry memory prices are expected to fall by as much as 10% in Q4 of this year. DigiTimes is citing industry sources of its own for this prediction, meaning that the industry is slowly preparing to take a price hit. The reason for this price drop is that there has gathered an oversupply of memory that is resulting in price fall. That fall is expected to continue as we are headed in 2021, so the memory might become even cheaper. It is, of course, worth noting that memory manufacturers will adjust their capacities and production lines so the price fall should be adjusted in not too distant future.

Bethesda sure is testing their fan base in more ways than one with the upcoming Fallout 76 game. First, we learnt that it was an online experience with no single-player campaign. Then came the news of an exclusive (at least at launch) use of the Bethesda.net launcher rather than Steam for the PC platform. Interest in the game was mediocre at best, if online gaming communities are anything to go by, and today we got to know about the Fallout 76 Platinum Edition that costs a whopping $115 USD but does not even include the actual game!

That's right, Bethesda in their infinite wisdom are selling this alongside the standard $60 edition, a $80 Tricentennial Edition, and an even more expensive $200 Power Armor Edition. The other editions all include the game, because why not, but this $115 edition is sold as a gear and comes with goodies galore for the hardcore Fallout fan. If you wanted to shell out the cash for a guide to the game universe, a collector's case, a numbered art print, mini journals, postcards, maps and more, you can find the link in the source. For everyone else, hold on to your horses and see how the game is received by the media before even deciding if the base game itself is worth it. Bethesda is setting a dangerous precedence here with physical goodies for pre-order based off an online game that is not even out yet, and all we can do with vote with our wallets by keeping them shut.

We recently covered how users with systems powered by Intel's Clover Trail CPUs were having issues with a "Windows 10 is no longer supported on this PC" error when trying to update their machines to Microsoft's latest Windows 10 Creators Update. The systems in question - built around Intel's Clover Trail Atom processors - are generally low-cost, low-power machines (mainly 2-in-1) released between 2012 and 2015 under Windows 8 and 8.1. These systems were deemed ready to receive Windows 10; however, now it looks as if they won't ever be able to support it.

In our last piece, we wondered if this problem was only temporary; now it seems it's permanent. Microsoft has however announced that Clover Trail-based systems will still receive security updates (just not feature updates) until 2023. The issue seems to lay with Clover Trail's integrated GPU drivers; Clover Trail Atoms use GPU technology licensed from Imagination Technologies. Ars Technica's Peter Bright says that "Imagination appears unwilling, and Intel appears unable, to update the GPU drivers to meet the demands of the Creators Update. So systems built with such hardware will never be upgradable beyond the Anniversary Update."

If you're a standard Windows user, you probably find Windows updates something of a pain - especially when they force you to reboot your PC after they're installed. But imagine you own a business that constantly has its machines up and running, but also requires the latest security upgrades; each minute of downtime for installing such updates is lost revenue. Because of that issue, which companies brought to Microsoft's attention over the years, the company is streamlining its update process, decreasing the amount of update steps that need to be taken offline (which means less time waiting for the machines to become available to use following an update.)

After announcing its plan for a new, six-month update cycle for Windows 10, which Microsoft is treating as the last, monolithic release of Windows, the Redmond company has now announced its plans for the forthcoming Fall Creators Update (aherm) update.

Microsoft also announced the adoption of a new, Fluent design language, which strikes me as aesthetically pleasing, and a far cry from the Metro interface we've been saddled with since Windows 8. It carries on the bold color schemes, but marries it with a more subdued, less in-you-face style of user interface, and is supposed to encourage developers to design their apps in a way that makes sense on a variety of platforms - which, considering the advent of the Universal Windows Platform, makes all kinds of sense, doesn't it?