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

The reason for the surge 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 first-quarter profits of 1.75T yuan, and an annual forecast of 1-1.3 trillion yuan.
This figure leaves anyone hearing it confused—a company earning more than 1 trillion yuan 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.
High entry barriers in the storage industry, high technological hurdles; currently, the three giants (SK Hynix, Samsung, Micron) control 90-95% of the market share.
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.