Storage chips fall more than 20%! The underlying logic of the industry is quietly changing!

Brothers, US storage chips recently all took a sharp plunge. The leading companies have fallen more than 20% in just a few weeks. How fiercely AI computing power was traded earlier, how strongly the market’s concerns about oversupply are now rising—the old, cycle-based logic of the industry is being reassessed.

But the real core shift is hidden in the business model: in the past, storage moved along like a commodity, whatever the market did; now big manufacturers are all competing to sign three- to five-year long-term contracts to lock in production capacity. Volatility is the market norm—understand the essence and you won’t panic. We’ll move steadily, focus on what’s fundamental, don’t chase the trend or make reckless moves, and hold onto certainty. #SOXL $SOXL ‌