Storage concept stocks rose across the board before the market opened, with institutions expecting NAND prices to rise by 25%-30% in the first quarter of next year.

Storage concept stocks rose across the board before the market opened, with Micron Technology up 3.2%, SanDisk up 2.7%, Western Digital up 2%, and Seagate Technology up 1.7%. On the news front, the CFM flash market is expected to see a 25%~30% increase in mobile/PC NAND prices in Q1 next year, while mobile/PC DRAM prices are expected to rise by 30%~35%. In addition, Micron's Chairman and CEO Sanjay Mehrotra recently revealed that the company has already reached agreements with customers on both price and quantity for high-bandwidth memory supply for the whole year of 2026, all of which have been sold out. He also sent an important signal to the market: the supply shortage in the memory market is not a short-term phenomenon, but a structural shift, and the tight supply situation is expected to "last beyond the calendar year 2026."