The Zhitong Finance App learned that on Friday, storage concept stocks generally rose before the market. SanDisk (SNDK.US) rose 4%, Western Digital (WDC.US) rose 2%, and Micron Technology (MU.US) rose more than 1%. According to the news, the international market research agency Omdia said that the storage products market is experiencing an unprecedented upward cycle. As far as NAND is concerned, given its current low starting point and tightening supply conditions, this upward trend will definitely continue until 2026. Omdia expects AI demand to drive NAND prices to rise 40% in 2026.

The Zhitong Finance App learned that on Friday, storage concept stocks generally rose before the market. SanDisk (SNDK.US) rose 4%, Western Digital (WDC.US) rose 2%, and Micron Technology (MU.US) rose more than 1%. According to the news, the international market research agency Omdia said that the storage products market is experiencing an unprecedented upward cycle. As far as NAND is concerned, given its current low starting point and tightening supply conditions, this upward trend will definitely continue until 2026. Omdia expects AI demand to drive NAND prices to rise 40% in 2026.