Group 1 - The core viewpoint of the article highlights that Micron's HBM4 will be excluded from NVIDIA's Rubin first-year production supply chain, primarily relying on products from South Korean giants SK Hynix and Samsung, leading to a duopoly situation in the market [1] - The company, as a distributor of SK Hynix's enterprise storage products, will continue to monitor trends in the storage industry and deepen strategic collaboration with partners to seize market opportunities and enhance its competitiveness [1] - The company aims to create greater value for investors through its ongoing efforts in the storage sector [1]