Group 1 - SanDisk's stock price surged by 28.43% to reach a historical high of $352, closing at $349.63, with a market capitalization of $51.2 billion, driven by investor interest in AI-related storage and memory stocks [1] - TrendForce's research predicts a significant increase in NAND flash memory chip contract prices by 33%-38% in March, and traditional DRAM contract prices are expected to rise by 55%-60%, indicating strong growth momentum in the memory chip market this year [1] - Despite the positive market outlook, there are warnings that SanDisk's high valuation may limit its stock price upside potential [1] Group 2 - Micron Technology's stock also rose by 10% to a historical high of $343.43, with a market capitalization of $386.5 billion, reflecting the broader trend in AI chip manufacturers [1]
记忆芯片需求强劲，SanDisk股价飙27%，美光科技涨10%，均创历史新高