存储双雄，挣翻了

Group 1 - The storage chip industry is entering a long-term boom period driven by the demand from AI companies like Nvidia and OpenAI [1] - TrendForce estimates that DRAM revenue will reach a record approximately $231 billion in 2024, quadrupling from the low point in 2023 [1] - Samsung reported a 21% year-on-year increase in net profit for Q3, reaching about $8.6 billion, with its chip division achieving record quarterly revenue [1] Group 2 - SK Hynix announced a record profit with a net profit increase of over 100% year-on-year, reaching approximately $8.8 billion, and stated that the memory market has entered a "super boom cycle" [1] - Micron Technology reported a net profit increase of over three times, reaching $3.2 billion for the latest quarter [1] - Storage chips account for about one-quarter of global chip sales, with logic chips, including AI-specific chips from Nvidia, being another major category [4] Group 3 - There is a surge in demand for High Bandwidth Memory (HBM), which is essential for training AI models, as it stacks multiple layers of DRAM and works with GPUs [5] - OpenAI signed a letter of intent with Samsung and SK Hynix to collaborate on advanced storage chips for its Stargate infrastructure project, with a monthly demand for DRAM wafers reaching up to 900,000, more than double the current HBM capacity [5] - Traditional memory chips are also in high demand for AI tasks, particularly for inference applications, as major data center companies are purchasing these chips for conventional servers [6]