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Mizuho updates their mobile DRAM market outlook saying chinese smartphone makers are reducing orders more aggressively, reflecting elevated inventory levels and weaker-than-expected demand recovery. DRAM manufacturers likely to redirect mobile inventory to channels and agencies, potentially delaying 2025 demand recovery. Mizuho now expects price declines for both LPDDR4/4X and LPDDR5/5X starting Q4 2024 and worsening in Q1. Mizuho notes mixed server DRAM dynamics: despite solid demand, cloud customers are resisting further Q4'24 price increases. Having built substantial inventory in Q3 and recognizing high PC/smartphone DRAM inventory levels, Mizuho notes cloud buyers are using market conditions as leverage in price negotiations with manufacturers.

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