Q3 DRAM ASPs to grow more slowly

The reason for the slowdown is increased inventory at users.

In Q2, each of the three main suppliers, Samsung, Hynix and Micron, increased revenues by 20%+ while Samsung increased revenues by 30%.

Hiked ASPs and moves to better processes increased margins with Samsung’s 1Znm process delivering a 46% margin in Q2, Hynix making 38% margin and Micron making 37%.

TrendForce expects Samsung to hit 50% margin in Q3 for the first time in three years.

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