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Trending Industry Today: SanDisk Leads Losses Pre-Market In Data Storage Stock
Micron, SanDisk, WDC Surge 10%—Are Memory Stocks Starting a New Rally?
Following consecutive pullbacks in storage stocks, focus on the 'three major catalysts' expected to reverse market sentiment.
Memory stocks suffered a concentrated sell-off in March due to the impact of TurboQuant, uncertainties regarding cloud vendor expenditures, and叠加地缘政治风险, causing sentiment to plummet to its lowest point. However, JPMorgan characterized this downturn as a 'divergence between sentiment and fundamentals'—with Samsung and SK Hynix currently trading at merely 1.1 times their FY27 price-to-book ratios, valuations have become highly attractive. While foreign investors dumped 64 trillion Korean won worth of shares, retail investors defiantly snapped up 47 trillion won. Three catalysts—the earnings reports of cloud vendors, upward revisions of HBM specifications, and the disclosure of long-term agreements (LTAs)—are expected to trigger a sentiment reversal within the next one to three months.
The 'Father of HBM' Predicts AI Architecture Disruption: Memory Will Replace GPUs as the Core
The 'Father of HBM' predicts that AI architecture will shift from GPU-centric to memory-centric — memory demands in the Age of Agent AI could increase a millionfold, pushing existing HBM technology to its limits. The next-generation HBF technology, based on stacked NAND, is expected to produce engineering samples by 2027 and be adopted by Google or NVIDIA by 2028. SK Hynix has already partnered with Sandisk to take an early lead in standard-setting, while Samsung is simultaneously advancing its own efforts.
Express News | Shares of Companies Within the Broader Technology Sector Are Trading Higher Amid Optimism for a Swifter End to the Middle East Conflict Following Reports of Conciliatory Steps by the U.S. and Iran
Chip stocks have become the 'ATM' of risk aversion sentiment, with Micron and SK Hynix leading the semiconductor sector's worst monthly performance in three and a half years.
Amid uncertain prospects for peace talks, investors are selling technology stocks, which have been among the market's biggest winners in recent months.
