Micron Technology(US:MU) Zhi Tong Cai Jing·2026-01-27 14:15Core Viewpoint - The storage sector is experiencing a significant price increase, with major companies like Micron Technology, Western Digital, SanDisk, and Seagate showing notable pre-market gains, indicating a bullish trend in the market [1] Group 1: Market Trends - The storage market is entering a "super bull market" phase, surpassing historical highs from 2018, driven by increasing demand from AI and server capacity [1] - Price increases are spreading from storage chips to foundry and packaging/testing segments, as well as passive components, indicating a widespread inflationary trend in the storage industry [1] Group 2: Price Forecast - Counterpoint Research predicts that storage prices will surge 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]