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.
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