/Tech11h ago

South Korea Memory Exports Surge, Signaling Strong Micron Outlook

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Original post

I sized up more memory stocks after I read this. news would've been too fast to move volume + it implied systematic underestimates across the board + ppl were very skittish/risk-off into earnings.

since memory is supply constrained everywhere, this is de-facto $MU earnings leak.

Jukan@jukan05

South Korea Preliminary Exports (June 1–20)

- DRAM (including modules): +342% YoY, +3% MoM - Flash Memory (NAND): +336% YoY, +28% MoM - SSD: +405% YoY, +25% MoM - MCP (HBM): +209% YoY, +51% MoM

3:27 PM · Jun 24, 2026 · 20.8K Views

Sentiment

Users are glad South Korea memory exports surged as it pays off Micron's hefty margins and sets a positive mood for the sector.

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Minh Nhat Nguyen@menhguin

upstream risks for memory cycle:

will token spend be very different soon will hyperscalers do smth different <- most distressed atm wrt capex, ROIC, stock price will NVDA do something will Chinese competitors do something (not in next few yrs it seems, certainly not in HBM)

Minh Nhat Nguyen@menhguin

I sized up more memory stocks after I read this. news would've been too fast to move volume + it implied systematic underestimates across the board + ppl were very skittish/risk-off into earnings.

since memory is supply constrained everywhere, this is de-facto $MU earnings leak.

6h65791

REPLIES1

Directionally Correct@directioncorrec

@menhguin how long you holding for

11h279

Minh Nhat Nguyen@menhguin

@directioncorrec excellent question, i have no idea. imo everyone was essentially watching Micron to set the mood these few months. should be fine for another quarter then i'll reassess ?

9h1925

CyberBandera@CyberrBandera

@menhguin Same used hefty margin, glad to see it payoff

9h164