Hynix's record KRW 104.6T reve

Hynix's record KRW 104.6T revenue / 83.3T op profit and Samsung's doubled guidance to KRW 195T / 107.4T have reignited the memory super-cycle thesis, lifting Hynix 13.3%, Micron 5.86%, and SanDisk 7.66%. SanDisk reports Friday morning Beijing time with street expecting $10.85B revenue and $47.15 EPS above guidance — the baton is his to drop. A true confirmation for the cycle to run further needs higher HBM/NAND pricing, not just shipments, plus a raise in Q1 outlook and no sign of supply flood. At these prices, the reward is there but so is the risk if SanDisk only meets and doesn't beat-and-raise.

Samsung Profit Guidance Doubles: Can SanDisk Take the Baton Tonight?

SK Hynix surged 13.30%, Micron gained 5.86%, and SanDisk rose 7.66% Wednesday as Hynix’s record results and Samsung’s guidance lifted memory-cycle hopes. Hynix posted KRW 104.6T revenue and KRW 83.3T operating profit; Samsung guided to KRW 195T and KRW 107.4T, not final results. SanDisk reports early Friday Beijing time, with consensus revenue of $10.85B and EPS of $47.15—above its guidance range. Bulls see synchronized HBM, NAND, and storage pricing; bears warn high expectations leave little room for misses. What would confirm the cycle has further room to run?

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