Scorecard
Looking for the graded calls? This page is the memory-earnings dashboard. The dated forward calls and their verdicts moved to tkal.news/calls — currently 1 hit, 2 misses, each graded against the falsifier it was published with.
The memory semiconductor earnings scorecard. One card per company for the most recently reported quarter: revenue, margins, cash flow, capex, inventory, the DRAM/NAND split, and where the print landed against guidance and consensus. Refreshed on the first of each month from filings and press releases.
Data as of Sep 1, 2026 · refreshed monthly
Read the caveats. Different fiscal calendars and currencies (USD / KRW / JPY / RMB) mean quarters are not directly comparable. USD figures are approximate (₩1,400, ¥150, RMB 7.2 per $1). Samsung memory cash flow/inventory aren't broken out. SK Hynix omits inventory/OCF in its release. CXMT listed on the STAR Market in Jul 2026 and now reports semi-annually, so its quarterly rows are derived (H1 minus prospectus Q1); YMTC is still private and its figures come from the STAR IPO prospectus (Q1’26 only). Guidance-vs-consensus and DC/consumer reflect L1EARN Lens 2 & Lens 3.
Latest-quarter revenue, USD-normalized (approx. — mixed fiscal periods)
L1EARN pipeline viewer. Paste or upload an
L1_EVIDENCE_REGISTRY object (EARNINGS lane) produced by your L1-EARN run and it renders the evidence rows, lens tags, forward catalysts and coverage gaps. A built-in sample (curated from this quarter's filings, schema v4.3) loads by default so you can sanity-check the renderer before the next pipeline run.