[Storage Sector: Valuation Reshaping and Supply-Demand Restructuring]

The market performance of the storage sector is breaking traditional cyclical perceptions. Value re-rating is not only rapid but also extremely resolute.

Just one year after its spin-off listing, $Sandisk(SNDK.US)'s market cap has surpassed its parent company $Western Digital(WDC.US) by $66 billion. The SanDisk 2X Long ETF $Tradr 2X Long Sndk Daily ETF(SNXX.US) surged 34% in a single day.

Equally stunning is $Micron Tech(MU.US). The stock continued to rise 15% intraday, and the $Direxion Daily MU Bull 2X Shares(MUU.US) gained 80% in a single week. Micron's market cap has now exceeded $800 billion, with institutions giving a target price of up to $1,000.

In the Korean market, $XL2CSOPHYNIX(07709.HK) multiple downstream tech giants have unprecedentedly taken the initiative to provide funds to assist SK Hynix in purchasing EUV lithography machines to expand production lines. Reports have exposed that the average year-end bonus for SK Hynix employees is as high as 6.1 million RMB.