2026-01-05 06:20:11

The surge in storage chips is indeed eye-catching.

Last Friday, the two hottest sectors in the market worth noting were:

**On one side, the storage sector collectively strengthened** — SanDisk rose 16%, Micron surged 11%, Western Digital increased 9%, and Winbond and Huabang each gained 10%, with Micron reaching a new high. This momentum indicates that market expectations for storage demand are heating up.

**On the other side, the upstream industry chain** — equipment suppliers like ASML rose 9%, LAM increased 8%, chip manufacturers TSMC rose 5%, and Intel gained 7%. ASML and TSMC have already hit record highs.

From storage to process technology and equipment, all are rising in tandem. What does this reflect? It may be a collective optimism in the market for AI chips and high-end storage demand. Especially against the backdrop of the gradual advancement of RWA tokenization, the value discovery of traditional tech assets is also accelerating.

RWA0.93%

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rugdoc.eth

· 9h ago

Micron hits a new high—are storage prices really about to take off? Or is this just another scheme to trap retail investors?

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SigmaValidator

· 12h ago

Micron hits new highs again, it feels like the storage wave is really here --- SanDisk up 16%, this surge is incredible, a bit worried that this is just a hype market --- Wait, are ASML and TSMC both hitting new highs? We need to watch this closely --- The entire industry chain is rising, just worried it’s a relay race game --- Under the background of RWA tokenization promotion, I realize that the market always moves ahead of the reasons --- Is the rising storage demand reliable, or is it just being driven by the AI concept again --- From equipment manufacturers to manufacturing and storage, the rhythm is a bit synchronized, a bit suspicious --- Micron hits new highs again, how crazy must the buyers be --- Really? Is storage demand this tight? Why haven’t I heard of any new applications --- The industry chain is moving in tandem, indicating that the major players are making their moves

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SchroedingerMiner

· 01-05 14:28

Micron hits a new high again, this time it's definitely not a rebound, feels like it's about to take off --- Storage is really showing some strength, SanDisk up 16%—that's outrageous. Could it really be a shortage? --- Wait, is the demand for AI chips really that strong, or is it just another hype? --- TSMC and ASML both hit new highs—this pace is pretty fast --- RWA tokenization is advancing... sounds very high-end, but can it really drive traditional chips that hard? --- The entire industry chain is rising—should I get on board this wave? --- Micron, SanDisk, Western Digital all soaring together—what does that mean? Is there real demand or is it just funds speculating? --- From downstream storage to upstream equipment, everything is moving in sync—definitely not retail investor behavior --- AI chips + RWA background pushing prices up like this, feels like there's a story behind it --- SanDisk up 16%—that's pretty aggressive. Did they really detect some information?

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SatoshiHeir

· 01-05 06:50

It should be pointed out that the logic behind Micron reaching a new high has been seriously underestimated. On-chain data shows that the demand for storage bandwidth in AI training is growing exponentially, and this is not simply a matter of "expected warming"—it is a process of supply constraints being gradually recognized. Undoubtedly, the synchronized rise from the device side to manufacturing and storage disproves last year's claim that the "chip cycle has peaked." According to industry white papers, the capacity bottlenecks of DRAM and NAND are just beginning to emerge. Regarding the advancement of RWA tokenization... Listen to me, this is the true moment of value consensus reconstruction. The pricing power of traditional tech assets is gradually shifting onto the chain, and the rise of companies like SanDisk is just the tip of the iceberg in this process.

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PumpBeforeRug

· 01-05 06:42

Micron hits a new high again, this time it's truly different, the entire chain is moving --- The wave of storage chips is definitely fueled by AI expectations, not just simple hype --- Are ASML and TSMC both hitting historic highs? Well, this round of tech market has some substance --- The real question is, how long can this rally last, or will it just pull back again --- RWA promotion + storage demand double boost, is the market serious --- From SanDisk to Micron to TSMC, this rhythm is interesting, a story of the complete industry chain --- An entire upstream to downstream is rising, what does that mean? Either it's genuinely rising, or everyone should run

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degenwhisperer

· 01-05 06:42

Micron hits a new high again, the momentum is quite strong... the entire chain is moving, it feels like this wave is not just hype, there is real demand behind it.

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FundingMartyr

· 01-05 06:39

Micron hits a new high again, and now the entire chain is moving. From storage to upstream devices, the whole chain is linked. It feels like this round of AI is truly different. --- Storage prices are rising so rapidly. Could it be that the demand for AI chips is really that exaggerated? Need to keep an eye on this. --- SanDisk's 16% increase is outrageous. Is it signaling something? --- With RWA promotion and chip demand, is the spring of traditional tech assets coming? Quite interesting. --- Micron and TSMC are both hitting new highs. This wave isn't just about harvesting quick gains, right? --- The entire industry chain is rising. It feels like this is the market consensus. --- SanDisk and Micron rising like this within a week—who still says the chip industry is not doing well? --- Equipment side is also surging, indicating that both upstream and downstream are optimistic. This signals a green light. --- Is the rising demand for AI chips real or just hype? Just look at the recent gains to know. --- From storage to TSMC's full-scale attack, it feels like the main players are holding back big moves.

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BlockchainGriller

· 01-05 06:34

Micron hits a new high again, this pace feels off, it seems like a correction is coming any second now.

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TheMemefather

· 01-05 06:25

Micron hits a new high again, this pace is truly impressive --- The surge in storage chips is really crazy, the entire industry chain is following suit --- With AI chip demand so strong, do we need to keep watching the future? --- ASML and TSMC both hit new highs, that's quite aggressive --- Wait, does RWA tokenization have anything to do with the rising prices of storage chips? --- SanDisk jumped 16% and took off directly; those who missed this rally might feel a bit regretful --- The entire industry chain is moving in sync, indicating the market is really expecting something big --- Micron hits a new high, Intel also rises 7%, is it about to take off? --- From storage to process technology to equipment, the entire ecosystem is celebrating --- The chip sector is becoming increasingly hard to understand; the growth is so exaggerated

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CodeAuditQueen

· 01-05 06:23

The surge in linkage is so strong that I'm worried it might be a vulnerability designed for high-level dumping. We'll have to wait for the audit report to know for sure.

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