The strongest segment in the AI industry chain is storage chips—an once-in-decades bull market.

South Korea’s stock market is the top in the world, and it’s driven by Samsung Electronics and SK Hynix. In the U.S. stock market, the four storage-chip giants—Micron Technology (MU), SanDisk, Western Digital, and Seagate Technology—have all set new record highs, one after another!
Today, the A-share storage-chip sector also surged, with Jiangbo Long hitting 20cm, JWRay Storage up more than 17%, Shannon Chip Innovation up 11%, and Zhaoyi Innovation hitting the daily limit. But compared with the international storage-chip giants, our upside is actually relatively low—this is the biggest gap versus expectations.
Of course, this also has its reasons: first, high-bandwidth memory (HBM) chips are monopolized by Micron, Samsung, and Hynix, while A-shares mainly produce ordinary memory, bringing a risk of future oversupply; second, storage-chip companies here can follow the trend and make some money, but it’s hard to make big money! Take a look at this list—Yangtze Memory and Changxin Storage, the ones that are most able to profit, still haven’t gone public. #Gate广场五月交易分享