Micron earnings preview: DRAM price growth above 14.7% signals within-quarter price hikes
tengyanAI · x · 2026-09-29
Analyst tengyanAI lays out a quantitative framework for Micron's upcoming earnings: reported DRAM price growth above 14.7% would be consistent with prices still rising within the quarter, with HBM and product mix also moving the average.
The biggest model risk is overlap — Micron's June guidance may already bake in pricing upside. Flat weekly shipments alone model $54.73B in revenue, but pairing that with SK Hynix-level price capture drops it to $51.10B, below his $52.08B threshold. Results land Wednesday.
Related event: Tessara Bets Micron Q4 Revenue Will Top $52 Billion(4 posts)→
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