Group 1 - The core viewpoint of the article highlights the booming demand in the storage market, driven by advancements in technology and increasing needs for high-performance storage solutions [2][5][9] - The CES conference showcased significant developments in storage technology, particularly with SK Hynix unveiling its next-generation HBM4 chip, which is expected to dominate the market by 2026 [5][8] - Major storage stocks in the U.S. saw substantial gains following positive market sentiment, with SanDisk rising by 28%, Western Digital by 17%, Micron by 10%, and Seagate Technology by 14% [3][4] Group 2 - SK Hynix and Samsung Electronics are planning to increase server DRAM prices by 60% to 70% in Q1 2026, indicating strong market dynamics and potential price hikes across the board [8][9] - The competition between SK Hynix and Samsung Electronics is intensifying, with Samsung projected to surpass SK Hynix in storage chip revenue by Q3 2025, achieving $19.4 billion [9] - The Asia-Pacific Select ETF has significant holdings in both Samsung Electronics and SK Hynix, with recent performance showing a 145% return for Samsung and a 300% return for SK Hynix over the past year [11][12]
全球存储，飞奔去月球？