Global storage leaders SK Hynix, Micron Technology, SanDisk, and Samsung continue to surge sharply; on the other hand, market demand for CPUs is also increasing rapidly, and Intel and AMD have truly “exploded” as well.

The reason for the “explosion” over the past two days is mainly that various major companies have released quarterly AI-related reports, which generally beat expectations. For example, storage leader SK Hynix reported first-quarter profits of 1750 billion yuan, with an annual estimate of 1–1.3 trillion yuan. These figures leave anyone hearing them baffled—how can a company earn more than 1 trillion yuan in a year, with a profit margin of more than 70%? It’s insane.
SK Hynix gives employees bonuses based on a fixed percentage of 10% of net profit. Last year, the average per person was over 600,000 yuan; this year, it is expected to be more than 3 million yuan—this is also considered a conservative estimate.
The entry threshold into the storage industry is high, and the technological barriers are high; at this moment, three