芯片股集体爆发，2.8万亿巨头股价9个月涨460%

Core Viewpoint - The semiconductor market, particularly in storage chips, is experiencing a "super bull market," surpassing historical highs from 2018, with significant price increases expected in the coming quarters [5]. Group 1: Market Performance - Micron Technology's stock surged by 7.8%, reaching a market capitalization of $408.3 billion (approximately ¥2.84 trillion), with a total increase of over 460% since April of the previous year [1]. - Other semiconductor stocks, including SanDisk and Seagate Technology, reached historical highs, while Intel's stock fell by 2.8% but has still increased by over 27% this year [3]. - A-share semiconductor stocks also performed well, with storage chip concepts like Baiwei Storage and Jiangbolong rising over 10%, hitting historical highs [4]. Group 2: Price Forecasts - Counterpoint Research predicts that storage chip prices will rise by 40% to 50% in Q1 2026, followed by an additional increase of about 20% in Q2 [5]. Group 3: Industry Developments - Domestic semiconductor companies are making significant advancements, such as the successful development of China's first series high-energy hydrogen ion implanter, which marks a breakthrough in power semiconductor manufacturing [8]. - Research teams have achieved a breakthrough in semiconductor materials, enhancing chip thermal efficiency and device performance by transforming rough interfaces into atomically smooth films [8].