#Gate广场五月交易分享 Storage chips are regarded as the "hard currency" of AI infrastructure, with Micron Technology and SanDisk both surging over 10%, with market values surpassing $720 billion and $200 billion respectively. Samsung Electronics' operating profit skyrocketed by 756% in a single quarter, causing its stock price to jump 14%, and its market value strongly breaking through the $1.2 trillion mark, becoming the second Asian company after TSMC to reach this level; SK Hynix also recorded an increase of over 10%. Dave Mazza from Roundhill pointed out that the market has reached a consensus: in the AI era, storage chips face structural shortages rather than cyclical fluctuations.

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