Customers are strongly resisting DRAM price increases approaching 30%, leading GFHK to slightly reduce its forecast for Q3 DRAM price growth. Conversely, GFHK is more positive on NAND due to stronger-than-expected KV cache offloading demand and an emerging trend of substituting expensive DRAM with NAND. GFHK also expects SK Hynix to report KRW 85 trillion in Q2 revenue with a 63% gross margin.