Put down the K-line and look at the key storage milestones in July


Early July: earnings + listings; Late July: fundamentals + guidance
7/7-8 Samsung Q2 preliminary earnings
Only provides two figures: revenue and operating profit
Consensus expects both revenue and profit to hit record highs
7/10 TSMC June revenue report
Indirectly reflects storage market conditions
7/10 SK Hynix ADR listing on Nasdaq ( $SKHY )
The largest ADR in history is scheduled, watch the opening premium sentiment
7/14-15 Hynix ADR payment and new shares effective
Approximately 2.5% dilution officially materialized
7/16 TSMC Q2 financial report
Focus on AI/HPC demand
7/23 Samsung Q2 official earnings report
HBM progress, HBM4E sample timeline, etc.
7/29 Hynix Q2 earnings report
The most critical one of the month
Four signals of whether storage demand is slowing:
Cloud vendors lower Capex guidance, HBM long-term supply contracts shrink, DRAM price growth slows, next-generation GPU orders decrease
Let real reports verify the judgment
DRAM-0.06%
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