Ge Long Hui·2026-01-06 14:57Core Viewpoint - The storage concept stocks have surged, with significant increases in prices for companies like SanDisk, Micron Technology, Seagate Technology, and Western Digital, driven by anticipated price hikes in server DRAM due to rising AI computing demands and data center investments [1] Group 1: Company Performance - SanDisk shares rose by 13.5% [1] - Micron Technology shares increased by 3.4% [1] - Seagate Technology shares grew by over 2% [1] - Western Digital shares climbed by 1.3% [1] Group 2: Market Dynamics - Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025 [1] - The companies are opting for quarterly contracts instead of long-term agreements to adapt flexibly to price changes [1] - The industry anticipates a steady quarterly price increase for DRAM until 2027, driven by the explosion in AI computing demand and expanded data center investments [1]