US Stock Market Move | Storage concept stocks rose before the market, with Micron Technology, Inc. (MU.US) rising more than 5%.

On Wednesday, storage concept stocks saw a general rise before the market opened, with Micron Technology, Inc. (MU.US) up more than 5%, Western Digital Corporation (WDC.US), SanDisk (SNDK.US), and Seagate Technology Holdings PLC (STX.US) up over 4%. In terms of news, the memory market has seen a rapid rise since 2026. On February 9, market research company Counterpoint Research released a "February Memory Price Tracking Report" showing that memory prices have risen by 80%-90% since the first quarter of 2026 compared to the fourth quarter of 2025. The prices of DRAM, NAND, and HBM have all reached historical highs, with general server DRAM becoming the core driver of this round of price increases. UBS Group AG analysts predict that a "meaningful supply relief" in the global storage industry may not occur until around 2028. Until then, the structural demand brought by AI data center construction will continue to strengthen the prosperity and bargaining power of the Memory industry chain. In the short term, UBS Group AG suggests focusing on the two almost monopolistic HDD manufacturers - Seagate and Western Digital Corporation.