Mei Ri Jing Ji Xin Wen·2026-01-06 16:39Core Viewpoint - The storage sector in the U.S. stock market has experienced significant gains, with companies like SanDisk and Micron Technology seeing substantial increases in their stock prices, driven by rising DRAM prices and supply shortages [1][2]. Group 1: Market Performance - SanDisk's stock surged by 24.34%, marking its largest single-day increase in ten months [1][2]. - Micron Technology's stock rose by 6.92%, reaching a historical high [1][2]. - Seagate Technology and Western Digital both saw their stock prices increase by nearly 10% [1][2]. Group 2: Price Increases and Demand - Samsung and SK Hynix have announced price increases for DRAM products, with first-quarter prices expected to rise by 60-70% compared to the previous quarter [2][3]. - The semiconductor industry anticipates that clients will accept these price hikes due to the inability of Samsung and SK Hynix to quickly increase production capacity [3]. - The demand for server DRAM is expected to surge, driven by companies like Google and Microsoft expanding their AI services [3][4]. Group 3: Future Projections - Analysts predict that the trend of rising storage prices may continue through 2026, with average selling prices for server DRAM expected to increase by 144% year-on-year [4]. - Citigroup forecasts Samsung's operating profit to reach 155 trillion KRW, a 253% increase from the previous year, while Morgan Stanley expects SK Hynix's operating profit to rise by 224% to 148 trillion KRW [4]. - Micron is expected to report strong financial results for FY26Q1, benefiting from the ongoing supply shortage of storage chips [4]. Group 4: Market Sentiment - A trending topic on social media highlighted the extreme prices of memory modules, with a box of memory sticks being compared to the cost of a house in Shanghai, reflecting the public's awareness of the skyrocketing prices [5][7]. - The global DRAM market is undergoing one of the strongest price increases in history, with many categories seeing price hikes exceeding 100% since July 2025 [7].