集体大涨，芯片一则传闻突袭

Group 1: Market Performance - Chip stocks in South Korea experienced a significant surge, with SK Hynix rising over 7% and Samsung Electronics increasing nearly 3%, both reaching historical highs [1][3] - The South Korean Composite Index rose over 2%, surpassing the 3700-point mark, setting a new record [1][3] - In Japan, SoftBank Group's stock jumped over 8%, also reaching a historical high, while other stocks like Renesas Electronics and Tokyo Electron saw increases of over 4% [5] Group 2: Corporate Developments - High-ranking executives from major South Korean companies, including Samsung and SK Group, are expected to attend an investment promotion event for SoftBank's "Stargate" project, which aims to build AI data centers in the U.S. with a scale of approximately $500 billion [6][10] - The event will also feature interactions with former President Trump, who is expected to encourage increased investment in the U.S. [6][10] Group 3: Semiconductor Market Trends - The demand for high-performance storage chips is increasing due to the rise of overseas AI servers, leading to significant price hikes in storage products [9][11] - Major storage manufacturers like SanDisk, Micron, and Samsung have announced price increases since September, exceeding market expectations [9][11] - The current storage cycle is shifting from supply-driven price cycles to demand-driven growth, with AI significantly influencing storage demand [12][13]