After the US close this Wednesday,$Micron Technology(MU)$ reports Q4 FY2026. Analysts are forecasting ~$51.5B in revenue, up 355% YoY, and adjusted EPS of about $31.8, up 1,004% YoY. On valuation, MU trades at a P/E of 23.66 — well off the extreme highs seen in 2024, but still sitting around the middle of its historical range. Breaking down the revenue, Micron's business splits into three segments: DRAM, NAND, and others. DRAM is the main growth engine, driven by AI server demand — Q4 revenue from DRAM is expected to jump 325% YoY. NAND is also surging on both price and volume, with Q4 revenue up 446% YoY. DRAM alone is expected to contribute ~$38.2B, roughly 75% of total revenue. This whole upcycle is being powered by AI compute dem

South Korea’s customs released export data for the first 20 days of September. Total exports reached $71.4 billion, jumping 78.3% YoY and hitting an all-time high for this period. Semiconductor exports alone hit $34.1 billion, skyrocketing 259.4% YoY and also setting a new record for the period. Chips accounted for 47.8% of total exports, nearly making up half of South Korea’s outbound shipments. Year-to-date South Korean exports have reached $765 billion, up 55% YoY. This figure has already surpassed last year’s full-year export volume of $709.3 billion, putting the country on track to hit the $1 trillion annual export target. After the data release, the KOSPI index rose 1.7%, climbing back above 7000. Samsung Electronics gained 5%. In US pre-market trading as of press time,

After‑hours on August 26, $英伟达(NVDA)$ released its Q2 FY2027 earnings report. Revenue hit $96.22 billion, up 105.9% year‑over‑year, beating market consensus of $92.38 billion. Adjusted EPS came in at $2.20, also exceeding expectations, with gross margin holding steady at 75%. Following the earnings print, NVIDIA’s after‑hours stock jumped 4.7%, pulling the whole semiconductor complex higher. $SK海力士(SKHY)$ surged 5%, $闪迪(SNDK)$ and $美光科技(MU)$ gained over 3%; $英特尔(INTC)$,

On Thursday, storage leader SanDisk closed 13.67% higher. Its intraday peak gain topped 17%, adding $28.31 billion to its market cap. The rally lifted the whole storage sector, with Micron, SK Hynix and Western Digital all moving higher. $闪迪(SNDK)$ Here are the key factors behind this sharp stock move: Ambitious long‑term profitability targets The company laid out financial goals for fiscal 2028‑2030: mid‑to‑high double‑digit revenue growth, 80% non‑GAAP gross margin, 75% operating margin and 50% adjusted free‑cash‑flow margin. NAND flash is notoriously cyclical. Manufacturers can slip into negative gross margins during industry downturns. SanDisk’s long‑term 80% gross‑margin target far exceeded market expectations. The firm will a

Monday, storage names ripped higher, with SanDisk +8.88%, Micron +4.13% and SK Hynix +3.04%. The entire HBM/DRAM/NAND chain is hot, but the rally is now heavily debated: is this a sustainable AI super cycle, or just short-term sentiment trading? [Strong]Bull Catalysts SanDisk fundamentally changed its business model Post its spin‑off, SanDisk’s Investor Day delivered strong long‑term guidance: 15–19% annual revenue growth through 2030, 80% gross margin target, plus full excess cash return to shareholders. Its $940B long‑term supply deals with top clients greatly reduce traditional storage cyclicality. The stock surged over 35% in days and sparked the sector‑wide rally, with Wall Street turning bullish. AI storage shortage is the new bottleneck The market shift is clear: GPU shortage is fa