Group 1 - Micron Technology's stock surged by 7.8%, reaching a market capitalization of $408.3 billion (approximately ¥2.84 trillion), marking a 460% increase since April of the previous year and a 27% rise year-to-date [1] - Other semiconductor stocks such as SanDisk and Seagate reached all-time highs, while Broadcom, Applied Materials, and ASML saw gains of over 2% [3] - Intel's stock fell by 2.8% but has still increased by over 27% this year, with its fourth-quarter earnings report set to be released on January 22 [3] Group 2 - In the A-share market, storage chip stocks also performed strongly, with companies like Baiwei Storage and Jiangbolong rising over 10% and reaching historical highs [5] - Counterpoint Research indicated that the storage chip market has entered a "super bull market," with prices expected to rise by 40%-50% in Q1 2026 and an additional 20% in Q2 [5] - Various domestic semiconductor companies are making significant advancements, including the successful development of a high-energy hydrogen ion implanter by China National Nuclear Corporation, which enhances the manufacturing capabilities of power semiconductors [8]
芯片股集体爆发，2.8万亿巨头股价9个月涨460%