The summer pullback in AI semiconductors presents a good opportunity for low-positioning! $1.5 trillion in cloud capital expenditures provides a solid foundation, and the narrative of the "storage supercycle" is impeccableZhitong·12 hours agoSSNGYSMSN
Memory prices have been rising steadily, and hard drive prices are also increasingZhitong·17 hours agoRAM-14.31%DRAM-7.26%
Trendforce: Traditional DRAM prices are expected to rise by 13% to 18% in Q3Zhitong·Jul 4 at 04:24 AMRAM-14.31%DRAM-7.26%
TrendForce: In Q3, DRAM contract prices increased by 13-18% quarter-on-quarter, while NAND increased by 10-15%money.udn.com·Jul 3 at 01:52 AMDRAM-7.26%DISK-8.50%
World Investment Advisors Acquires 2,230 Shares of Micron Technology, Inc. $MUMarket Beat·2 days ago, 05:25 AMMU-6.46%RAM-14.31%
Price increase! Just now, a significant adjustment! A 6 trillion yuan sector has received major newse公司·Jul 4 at 06:22 AMRAM-14.31%
SEMI: AI computing power demand ignites storage investment, with global 300mm wafer fab equipment spending expected to exceed $50 billion for the first time in 2026Zhitong·Jul 2 at 08:40 AM159546-0.97%SOXL-16.32%
The semiconductor industry organization calls on the U.S. government to avoid measures that distort the memory chip marketmoney.udn.com·Jul 3 at 09:12 AMSEMI-3.51%XSD-6.26%
Viewpoint: Concerns that the memory chip sector may repeat Nvidia's "fundamentals hitting new highs, stock price stagnating" trendGolden Finance·11 hours agoXSD-6.26%DRAM-7.26%
Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK HynixMotley Fool·19 hours agoMU-6.46%DRAM-7.26%
South Korea’s $590B chip bet has semiconductor ETFs buzzing, but memory cycles have burned believers beforeMSN·1 day ago, 10:09 AMMU-6.46%EWY-4.70%
The storage chip sector experiences a V-shaped fluctuationQQ News·1 day ago, 02:43 AM159516+1.93%588170+3.36%
TrendForce predicts that the DRAM market will face a severe supply shortage in Q3 2026, with contract prices expected to increase by 13%-18% quarter-on-quarter due to slowing consumer demand. In terms of NAND Flash, demand is driven by AI inference and data center construction, but due to high prices and pressure on the consumer side, the increase is narrowed to 10%-15%Zhitong·Jul 3 at 12:40 AMWDC-8.57%RAM-14.31%
Bank of America Interpretation: Has the memory price increase cycle peaked? Bank of America states that three major bearish factors have not yet rewritten supply and demandAnueSec·1 day ago, 01:00 AMMETA+0.69%METW+0.86%
