Micron Technology(US:MU) Zhi Tong Cai Jing·2026-01-27 14:05Core Viewpoint - The storage sector is experiencing a significant price increase, with major companies like Micron Technology, Western Digital, SanDisk, and Seagate showing notable stock gains. The price surge is expected to continue into 2026, driven by rising demand in AI and server capacity [1] Group 1: Market Trends - The storage market is entering a "super bull market" phase, surpassing historical highs seen in 2018 [1] - Price increases are spreading from storage chips to foundry and packaging testing segments, as well as passive components [1] Group 2: Price Forecast - Storage prices are projected to rise by 40%-50% in Q4 2025, followed by another 40%-50% increase in Q1 2026, and an additional approximate 20% rise in Q2 2026 [1] Group 3: Supplier Dynamics - Supplier bargaining power has reached historical highs due to the surge in demand, particularly from AI and server markets [1]