Campaign 1: INTACT

Update

Campaign 1: INTACT

  • Type: refresh
  • event_id: 2026-09-06-campaign-01-memory-supercycle-review
  • Source: Campaign thesis review; receipt selector SKH-Q2-2026. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: Producer pricing, shipments and customer agreements sustain the memory thesis; inventory, capacity additions and order durability remain the decisive falsifiers.
  • Effect on thesis: Primary retained; review inventory, supply additions and order durability against the registered break test.
4 events
DateTypeEvent
Sep 6 Deep DiveMicron's Contracts Strengthen the Memory Case as Its Flag Breaks Up Sep 6 ArticleWD: storage demand and operating margins Sep 6 ArticleSeagate: cloud storage and the density roadmap Sep 6 ArticleSK hynix: memory pricing and supply plans

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