Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron, SK Hynix & Samsung almost identical. Hmm..
What is covered in the Full Insight:
Semiconductor Memory Market Overview
Detailed Analysis on Q124 Revenues
Identifying Industry Tailwinds
Examining HBM and its Importance
NAND Outperformance and its Implications
SUMMARY
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