Woofun AI reports that Citirni analyst Jukan, citing Goldman Sachs, observed strong customer resistance to nearly 30% DRAM price increases, prompting a downward revision of third-quarter price growth forecasts. Conversely, NAND outlooks have improved as AI-related KV Cache offload demand exceeds expectations and the trend of substituting expensive DRAM with cheaper NAND gains traction.

The analysis highlights a structural shift in the storage sector, where NAND is increasingly utilized in AI inference scenarios to reduce costs. While SK Hynix is projected to report Q2 revenue of approximately 85 trillion Korean won with a 63% gross margin, investors are advised to exercise caution regarding short-term DRAM profit expectations, as NAND's fundamental improvements may remain underpriced..