The Q2 NAND market grew 3.5% q-o-q despite a 15-20% drop in ASP, says DRAMeXchange, which expects a 10% decline in Q3 NAND prices due to over-supply. There is upside to the ASP fall for the NAND guys – while it denies them revenue, it encourages users to increase the NAND content of their products ...
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