peepzy
09-30 17:59

Settlement outlook from now through mid-2028, based on the per-share value Samsung realized at $3/share.

Micron comes in around $3.85–$4.70/share, Google at $10–$13/share, and $Hewlett Packard Enterprise(HPE)$  $Broadcom(AVGO)$  $SUPER MICRO COMPUTER INC(SMCI)$  $Lenovo Group Ltd.(LNVGY)$  plus Nvidia at $1.50–$3/share.

Core target sits at 35% probability, with 1/4 treble damages. That puts Micron at $1.35B–$1.65B, Google at $5B–$6.5B, others at $750M–$1.5B, and a price range of $23.90–$30.70.

The moderate case is 30%, no treble. Micron $900M–$1.1B, Google $3.5B–$4.5B, others $500M–$1B, with a price of $16.50–$20.75.

Bullish case at 20% assumes 1/2 treble and an uplisting. Micron $1.8B–$2.2B, Google $7B–$9B, others $1B–$2B, price $29.75–$37.

A trial verdict is only 5%, jury win with full treble. Micron $2.7B–$3.3B, Google $9B–$10B+, others $1.5B–$2.5B, price $38–$44+.

Bear case at 10% puts the price at $9–$13.

Long term, over 5–7 years, $35–$60+.

Drivers include Samsung cross-license and ITC cooperation, Micron ITC-1523 as import-ban leverage, Google's profits-based damages, SK Hynix, and Nasdaq uplisting. Samsung's documented cooperation could act as a tailwind to these figures. Not financial advice.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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