![]() As a result, the position of the notch has changed and will help prevent less-experienced users from trying to insert a DDR5 memory module into a DDR4 slot, or vice versa. Instead, DDR5 retains the arrangement with 288 pins, but the pinouts are different. ![]() Unlike the last transition from DDR3 to DDR4, DDR5 doesn't have more pins than its predecessor. Although JEDEC has specified data rates as low as DDR5-3200, the starting point for many, if not all, mainstream DDR5 products is DDR5-4800. Instead, DDR4-2133 served as the baseline for DDR4. “Sources said that last week had started strongly, as the market continued to rebound from the Chinese New Year lull, but sentiment dampened amid rumours of capacity shifting from Europe to transpac routes,” it said.Įlsewhere, prices were down from all other major outbound locations, it added.However, looking back at the beginning of the DDR4 era, DDR4-1600 memory never became a thing. The outbound Shanghai index surged 6.5%, up to both Europe and the US. While the overall Baltic Air Freight Index fell, TAC Index said the exception last week was China. “The 40% and 33% premium of today’s rates on Hong Kong (BAI 32) and Shanghai (BAI 82) to North America, respectively, versus February 2019, is probably mostly due to fuel, given that Jet A is approximately 50% higher today than it was four years ago.” The US strong dollar is thus putting new pressure on airlines’ balance sheets, on top of high inflation and jet fuel prices.”īruce Chan, Stifel logistics analyst writing for the Baltic Exchange, pointed out that much of the premium on airfreight rates at the moment was fuel-related. Ti added that the “sharp appreciation of the US dollar is having a significant impact on air freight, as most of the airlines’ costs are denominated in dollars. Mr van de Wouw also wondered whether there might be economic “ripples” from the downfall of Silicon Valley Bank, adding: “People are hopeful for H2, but we’ll see.” “There are a lot of signals interest rates hikes and inflation. If there is de-stocking in Q3, plus a slowdown in the economy, that may have a net-zero effect on air freight.” Lots of people are interested in de-stocking, thinking volumes will go up. “The US is struggling to slow down its economy, so interest rates are going up and up. However, Niall van de Wouw, head of airfreight at Xeneta, said there were other factors at play, arguing: “I think there will be a longer, nastier period than people think. “Looking ahead, inventory levels will probably need restocking at the end of Q2 and Q3, providing a much-needed boost to the air freight market.” “Also, with less supply chain disruptions globally and delivery times decreasing, factories and retailers have less need to hold high inventory levels. In addition to this, the increase in the cost of working capital is also prompting factories and retailers to improve the efficiency of their inventory management. ![]() “Inventory overhang in major destination markets, especially the US, is putting the brakes on new factory orders and companies remain focused on inventory reduction, causing headwinds for the air freight market in the short-term. As demand weakens, US and European factories and retailers are still sitting on too much inventory,” noted Ti. “In both electronics and retail, inventory levels have increased over the past several quarters. The theory has been that, once inventory begins to be re-stocked in the second half, the air freight market might rebound. With the massive pressure on cost savings following record high logistics spend over last year, shippers should finally see some relief in the short-term and benefit from lower rates, compared with the year before.”īut shippers may see more longer-term relief. Noting that shippers were moving back to ocean, the report explains: “In light of this uncertainty, freight forwarders will be hesitant to sign long-term contracts, and even withdraw from longer fixed-rate agreements with cargo airlines. However, according to one analyst, this is mere wishful thinking – a continuation of a weak market could impact contracts, according to Ti’s Air Freight Rate Tracker report, published yesterday. With air freight rates settling below peak-Covid levels, and the Baltic Air Freight Index slipping 1.5% last week, the market has been anticipating a second-half recovery.
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