Q3 DRAM ASPs to grow more slowly

Author: EIS Release Date: Aug 31, 2021

DRAM ASP for Q3 is forecast by TrendForce to grow 3-8% q-o-q after a stonking 26% rise in Q2 revenues pushed sales to $24.1 billion.

 

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.