Macronix and Winbond revenue records point to firm memory pricing

This is another supplier-side confirmation that the memory rally is reaching beyond the largest DRAM and NAND vendors. The report says both companies benefited from stronger demand and firmer pricing, while also noting concern that a rapid price run-up can bring volatility. The read-through for RamTrend is positive for current pricing, but not risk-free if buyers start resisting higher costs.