The US stock pre-market storage concept stocks rose collectively. Micron Technology rose 3.2%, SanDisk rose 2.7%, Western Digital rose 2%, and Seagate Technology rose 1.7%. The CFM flash memory market predicts that mobile/PC NAND prices will rise 25%-30% and DRAM will rise 30%-35% in Q1 in 2025. The CEO of Micron revealed that the supply of HBM has been completely sold out in 2026, the memory market is structurally shifting from short supply, and the tight supply will continue until after 2026.

The US stock pre-market storage concept stocks rose collectively. Micron Technology rose 3.2%, SanDisk rose 2.7%, Western Digital rose 2%, and Seagate Technology rose 1.7%. The CFM flash memory market predicts that mobile/PC NAND prices will rise 25%-30% and DRAM will rise 30%-35% in Q1 in 2025. The CEO of Micron revealed that the supply of HBM has been completely sold out in 2026, the memory market is structurally shifting from short supply, and the tight supply will continue until after 2026.