Storage is truly living every day in fear of a rise. DRAM is a god-level ETF, gathering a host of the world’s top storage companies: Samsung, Hynix, Micron, and SanDisk. Launched 1 month ago, it’s up 58%. Chinese and Korean semiconductors are the only ones in the country where you can buy Samsung and Hynix. This year is the storage’s start-of-an-era year—performance is booming, and the PE is still not high. In the second half of the year, Hynix will be listed on the US stock market. Where is the endpoint—it's still unclear for now. hold

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