Ge Long Hui·2026-01-20 14:42Core Viewpoint - Storage concept stocks are performing strongly against the trend, with significant gains in companies like SanDisk, Micron Technology, Western Digital, and Seagate Technology due to anticipated supply shortages in NAND flash memory [1] Group 1: Company Performance - SanDisk shares rose over 6%, Micron Technology increased by 3.5%, Western Digital gained nearly 3%, and Seagate Technology saw a rise of 2.6% [1] Group 2: Market Dynamics - Samsung Electronics and SK Hynix are reportedly continuing to cut NAND flash production, which may exacerbate supply shortages [1] - According to market research firm Omdia, Samsung's NAND wafer production is expected to decrease from 4.9 million units last year to 4.68 million units this year, falling below the reduction levels planned for 2024 due to declining profitability [1] - SK Hynix's NAND production is projected to drop from approximately 1.9 million units last year to 1.7 million units this year [1] Group 3: Industry Trends - Micron Technology executives noted that the shortage of memory chips has intensified over the past quarter, reiterating that the high demand for advanced semiconductors driven by artificial intelligence infrastructure will prolong this shortage into the following year [1]