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The Zhitong Finance App learned that on Friday, the increase in US storage concept stocks increased. SanDisk (SNDK.US) surged more than 11%, Micron Technology (MU.US) rose more than 8% to a record high, Western Digital (WDC.US) rose nearly 6%, and Seagate Technology (STX.US) rose nearly 4%. According to the news, Nomura Securities recently stated that the storage supercycle, which began in the second half of this year, will continue until at least 2027, and that a truly meaningful new supply will not appear until early 2028 at the earliest.

Zhitongcaijing·01/02/2026 15:33:04
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The Zhitong Finance App learned that on Friday, the increase in US storage concept stocks increased. SanDisk (SNDK.US) surged more than 11%, Micron Technology (MU.US) rose more than 8% to a record high, Western Digital (WDC.US) rose nearly 6%, and Seagate Technology (STX.US) rose nearly 4%. According to the news, Nomura Securities recently stated that the storage supercycle, which began in the second half of this year, will continue until at least 2027, and that a truly meaningful new supply will not appear until early 2028 at the earliest.