Analyst: if Micron matches SK Hynix price capture, model drops to $51.10B, below threshold
tengyanAI · x · 2026-09-29
Analyst tengyanAI flags overlap as the biggest risk to a memory forecast: Micron's June guidance may already embed more pricing upside than assumed. Flat weekly shipments alone model $54.73B, but at SK Hynix-level price capture the model falls to $51.10B — below the $52.08B threshold, implying thinner margin of safety on the memory pricing trade.
Related event: Tessara Bets Micron Q4 Revenue Will Top $52 Billion(4 posts)→
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