Zhi Tong Cai Jing·2026-01-21 15:42Core Viewpoint - The storage sector is experiencing a significant rally, with major companies like Micron Technology, Western Digital, SanDisk, and Seagate Technology seeing substantial stock price increases, driven by a "super bull market" in the storage market, surpassing previous highs from 2018 [1] Group 1: Market Performance - Micron Technology (MU.US) and Western Digital (WDC.US) both rose over 5%, while SanDisk (SNDK.US) increased by over 4%, and Seagate Technology (STX.US) saw a rise of over 1%, reaching historical highs [1] Group 2: Market Dynamics - According to Counterpoint Research, the storage market has entered a "super bull market" phase, with demand driven by the surge in AI and server capacity [1] - Supplier bargaining power has reached an all-time high due to the current market conditions [1] Group 3: Price Forecast - It is projected that storage prices will increase by 40% to 50% by Q4 2025, followed by another increase of 40% to 50% in Q1 2026, and an additional rise of approximately 20% in Q2 2026 [1]