Samsung May Report Its First 100 Trillion Won Quarter. Micron Stock Has More to Lose Than to Gain.

Samsung is expected to report its first quarterly operating profit exceeding 100 trillion won, with consensus forecasts around 106.94 trillion won. However, the article argues that Micron Technology has more downside risk than upside potential from Samsung's results. While Micron's DRAM prices rose in the high-teens percentage last quarter, this represents a significant slowdown from the prior quarter's low-60s gains, suggesting the memory pricing boom is moderating. A Samsung miss could indicate memory prices have stalled, which would be concerning for Micron's guidance.