The storage sector is currently riding a "super bull market" wave, with prices skyrocketing and consequently propelling the stock values of relevant companies to new heights. On January 22, the storage concept stocks in the U.S. stock market put on a stellar performance, with the concept index leaping by a remarkable 4.8% in just one day. The shares of four industry behemoths—Micron Technology, Western Digital, Seagate Technology, and SanDisk—all soared to all-time highs. As per a report from market research firm Counterpoint Research, the global storage industry has entered a "super bull market" phase, with the present market conditions eclipsing the historical peak reached in 2018. Fueled by the escalating demand for AI computing capabilities and the expansion of server infrastructure, DRAM and NAND Flash suppliers now wield unprecedented bargaining power. Projections indicate that storage chip prices are set to climb by an additional 40% to 50% in the first quarter of 2026, with the potential for a further 20% increase in the second quarter. The price escalations of storage chips have already been reflected in end products, as evidenced by the upward revisions in product prices within the smartphone and laptop sectors.
