TrendForce expects Q2 revenues to rise 10% from Q1’s combined total of $12.02 billion.
Q-o-q revenue falls were 25% for Samsung, 35.5% for Hynix, 11% for Micron and 27.9% for Kioxia.
SanDisk (post-split from WDC) recorded slight declines in shipment bits and ASP to post Q1 revenue of US$1.7 billion. The company is planning to ramp up shipments of QLC products to optimise profitability.