This Week's Review and Next Week's Outlook · Samsung / SK Hynix / Micron

Review and outlook are perfect things to do at the two-week milestone.
Reviewing the past helps you understand the present, and you'll be clear about next week's key points.
Starting today, I'll share them.
If it helps you, I will continue to optimize the format and keep it updated.
▍Past Week (June 29 – July 5)
📅 June 29
· Korea's three major super project briefing: Samsung and SK Hynix officially announced a new storage cluster in the southwest + large-scale domestic investment
→ Supply expansion sows concerns of oversupply in the medium term (2027–28)
· Anthropic Claude launched on Microsoft Foundry, running on NVIDIA GB300 Blackwell Ultra GPU
→ GB300 fully loaded with HBM, inference demand realized
· Samsung, Micron, SK Hynix hit with class action lawsuit alleging DRAM price manipulation, over-focus on HBM4 while neglecting consumer grade
→ Legal risk on supply side, the other side of price increases
📅 July 3 ← This week's highlight
· ZDNet Korea: Samsung negotiates with customers on Q3 general DRAM ASP, targeting up to 20% QoQ increase, LPDDR possibly exceeding 20% (third consecutive increase after Q1+90%, Q2+50–60%)
→ Hardest evidence of the price hike theme; if successful, Hynix and Micron will likely follow
· UBS raises memory price forecasts: DRAM Q3 +32% QoQ / Q4 +18%, NAND Q3 +30% / Q4 +12%
· Michael Burry shorts Micron at ~$1051, warns AI chips could correct ~30%
· Samsung foundry reported to have won Meta MTIA3 (approximately $7.3 billion, 2nm), and is being considered for Anthropic chips
→ Samsung benefits from both 'foundry + memory' tracks
📅 July 4
· Micron breaks ground on HBM plant expansion in Hiroshima, Japan, investment approximately ¥1.5 trillion (about $9.3 billion), shipments in summer 2028, Japan government subsidy up to ¥500 billion
→ Another addition to the three-way HBM capacity arms race
▍Next Week Outlook (July 6 – July 12)
📅 July 7–8 · Samsung Electronics Q2 preliminary results (only revenue + operating profit)
→ Consensus expectations both hit records
📅 July 10 · TSMC June revenue
→ High-frequency AI demand signal, indirectly indicates memory market conditions
📅 July 10 · SK Hynix ADR lists on Nasdaq ($SKHY)
→ By ADR measure, it could be the largest ever (about $29.4 billion, surpassing Alibaba 2014), watch the premium over Seoul parent stock at opening
📅 Around July 12 · Samsung and SK Hynix early July DRAM/NAND contract prices released
→ Whether the Q3 price hike expectation can be realized in actual contract prices, the most direct verification of the shortage narrative