The global storage leaders SK Hynix, Micron Technology, SanDisk, and Samsung continue to surge sharply, while market demand for CPUs is also rapidly increasing; Intel and AMD are truly booming.

The reason for the explosion in the past two days is mainly due to quarterly AI-related reports released by major companies, which generally exceeded expectations, such as SK Hynix, with a first-quarter profit of 1.75T yuan, and an annual forecast of 1-1.3 trillion yuan.
This figure makes anyone hearing it confused—a company earning more than 1 trillion yuan in profit in a year, with profit margins over 70%, is crazy.
SK Hynix gives bonuses to employees based on a fixed percentage of 10% of net profit; last year, the average per person was over 600,000 yuan, and this year it is expected to be over 3 million yuan, which is a conservative estimate.
The high entry threshold in the storage industry, high technological barriers, currently the three giants (SK Hynix, Samsung, Micron) control 90-95% of the market share, while Longsys Storage from China has about 3% market share and has become the fourth largest in the world.
It’s difficult to catch up within five years, so in this cycle, they can only helplessly watch Korea and America make huge profits, comfortably controlling volume and raising prices, truly winning big. #GateSquareMayTradingShare