$Micron Tech(MU.US)$Sandisk(SNDK.US)The most crucial thing is still how high the market cap of the big brother Samsung can be pulled, then the younger brothers below can have a higher premium. Samsung has the highest industry position but the lowest percentage gain, mainly because its market cap is large. A smaller market cap actually leaves more room for gains...

Micron recently hit a new high after its earnings report and then pulled back. Whether it's due to the impact of SK Hynix's ADR listing or Samsung's influence, Micron's upward momentum is somewhat suppressed by the market caps of Samsung and SK Hynix. Next month, when Samsung and SK Hynix release their earnings reports and their stock prices rise, Micron's room for gains will be pulled out...

$Sandisk(SNDK.US)Because its market cap is already small, the impact is relatively smaller, but it's also affected by the NAND price increase...

Now, we just hope the stock prices of the big brother and second brother in the Korean market rise strongly, and at the same time, the U.S. stock market performance isn't too weak, otherwise it will also affect the Korean market's performance.