Macronix and Winbond July revenue reinforces specialty memory price strength

DigiTimes says Macronix International and Winbond Electronics each delivered record revenue for July. The available summary links that performance to tight supply and rising memory prices, following strong momentum in the second quarter. For RamTrend, this matters because it shows price strength extending beyond the largest DRAM and HBM suppliers. Specialty memory vendors are also benefiting from constrained availability, which can keep pressure on buyers of NOR flash, specialty DRAM, and related embedded memory products.