The memory chip sector rose collectively during the overnight session, with mainstream stocks all trading higher. As of press time, Micron Technology (MU.US) gained 1.38% to $971.40 in overnight trading, SanDisk (SNDK.US) rose 1.71% to $1,581.58, Western Digital (WDC.US) advanced 1.44% to $447.95, Seagate Technology (STX.US) climbed 1.98% to $814.40, and Everspin Technologies (MRAM.US) increased 1.51% to $16.09.
Looking back at the regular trading session, memory chip stocks showed strong performance, with Micron closing up over 6%, SanDisk surging nearly 12%, and both Western Digital and Seagate gaining more than 5%. The overnight session continued the upward trend but with narrower gains, indicating investors became more cautious in after-hours trading. Derivative stocks showed divergence, with SNXX.US up over 3% at $14.50 and SNDQ.US down nearly 4% at $14.85 in overnight trading, while MUU.US rose 2.67% to $31.51 and MUD.US fell 1.34% to $10.28.
At the industry level, memory chip demand continues to benefit from AI data center construction and consumer electronics recovery, with mainstream manufacturers' inventory levels gradually returning to normal ranges. The market is watching for subsequent quarterly guidance and capacity expansion plans, and the sector's valuation recovery trend is expected to continue.