During the second quarter, operating margins for DRAMs rose 27% from the first quarter, when they were up 11%, according to IHS. The DRAM market is enjoying its most profitable period in three years, the market research firm noted. "For the past two quarters ... DRAM suppliers have been enjoying the fruits of industry consolidation with only three major players now left in the market, down from five in 2008," said Dee Robinson of IHS. "The resulting realignment in capacity has brought stability to a market that has undergone a major transition with the decline of the PC market."
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