国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月31日消息，据报道，三星、SK 海力士等主要内存供应商已开始"挑选"客户，优先确保对苹果、戴尔、联想及华硕这四家 PC 巨头的长期供 货。 全球 DRAM短缺已进入一个新阶段，供应商由此掌握了市场主导权，内存行业正进入一个"卖方市场"。 报道指出，随着内存合约价格飙升，三星和 SK 海力士等头部制造商正采取一种新的供应策略：优先与 PC 行业中的主流巨头签订长期供应协议， 即俗称的"挑客"模式。据悉，在此次供应链调整中，联想、戴尔、苹果和华硕被列为优先供应对象。 半导体公众号推荐 半导体论坛百万微信群 这四家公司控制着全球大部分 OEM供应链，因此获得了内存供应商的产能倾斜，从而确保了自身产品的稳定生产。 与此形成鲜明对比的是，众多规模较小的 PC 厂商将因无法获得稳定的内存供应而陷入巨大困境，其生产计划和市场竞争力将受到严重冲击。 报道分析称，由于产能极为有限，三星和 SK 海力士等供应商目前并不愿意与客户签订跨度数月的固定价格合同。相反，它们选择周期性地评估 市场状况，以便根据最新的供需关 ...

来源：澳洲财经见闻 01 悉尼卖房好时机？卖家平均让价2.9%就能成交，创1年多新低！ 《悉尼晨锋报》11月22日报道，悉尼房主如今只需将要价下调微不足道的2.9%，便有望顺利成交——这是自2024年 6月以来最低的议价幅度。 不过，专家提醒，卖家或许在相当长一段时间内都难再遇到如此有利的市场环境。 根据Cotality最新研究，悉尼独立屋卖家的平均议价幅度在10月为3.2%，略高于9 月的3.1%。 上一次出现类似水平还是去年7月。 当下，公寓价格的降幅更小，仅为 2.5%，这是自2017年5月、疫情前水平以来的最低折价。 Cotality澳洲住宅研究主管Eliza Owen表示："目前折让幅度较低，反映出卖方市场的强势。受降息预期和'首套房担 保计划'延长等因素推动，需求旺盛，而可售房源却不多，因此卖家无需太大让步即可成交。" 不过，她也指出，现金利率走势已出现重大变化，原本市场预期本月的降息或将被推迟至明年年底，"因此，对悉 尼而言，卖房环境可能会变得更具挑战。" Owen补充称，折让率偏低也可能意味着卖家对房产价值的预期更加现实，更愿意与市场接轨。而这对他们来说并 非坏事。 根据最新的《Domain房 ...

每经AI快讯，11月3日，美光科技美股盘前涨超4%，DDR5现货价一周暴涨25%，存储"进入卖方市 场"。 ...

Core Insights - Australian property prices have increased by 3.7% over the past 12 months, but signs of a slowdown are emerging [1] - The recent data indicates a potential third interest rate cut in August, which may lead to a modest increase in property prices [3] - Housing affordability is under significant pressure, making it difficult for prices to rise substantially from current levels [3] Price Trends - In July, property prices in Sydney rose by 0.6%, with a 12-month increase of 1.8%, while Melbourne saw a 0.4% rise and a 0.5% annual increase [3][7] - Brisbane recorded the highest annual price increase among capital cities at 7.3%, with a median residential price of AUD 934,623 [6][7] - The overall capital city price growth was 1.8% for the quarter, compared to 1.7% for regional markets [7] Market Dynamics - The current market is characterized as a seller's market, with low supply levels, making it an opportune time for sellers to list their properties [6] - The shift in growth momentum is moving from lower-end markets to mid-range markets as borrowing capacity improves [6] - Regional markets have shown stronger price growth compared to capital cities, with some areas experiencing over 20% increases [8]

Core Insights - The luxury property market in Melbourne shows a significant disparity, with high-end properties maintaining their value despite overall declines in certain suburbs [1][5][10] Price Trends - Toorak experienced a dramatic annual price drop of 26.7%, with the median house price now at AUD 4.25 million [4] - Other suburbs like South Yarra (down 18% to AUD 1.8 million), Armadale (down 16.7% to AUD 2.1 million), and Brighton (down 10% to AUD 2.75 million) also saw notable declines [4][3] - The Mornington Peninsula also faced significant price drops, with Sorrento down 23.9% to AUD 1.75 million and Blairgowrie down 15.7% to AUD 1.34 million [3][4] Market Dynamics - The luxury market remains active, with high-value transactions continuing, such as the sale of the Coonac estate for between AUD 115 million and AUD 150 million, setting a new record for Victoria [7][10] - The top-tier market is characterized by limited buyer pools, and while the lower end of the market has weakened, savvy buyers are seizing opportunities in the high-end segment [5][8] - The shift from a seller's market to a buyer's market is evident, influenced by rising land taxes and changing buyer sentiment [8][10] Transaction Characteristics - High-end transactions often occur privately, making them less visible in public data, which tends to reflect lower-end market activity [12] - The presence of both affordable and ultra-luxury properties in areas like Toorak creates a unique market dynamic, allowing for a wide range of buyer options [12]