2026-01-18 15:20:29

The storage chip market has entered a remarkable upward cycle. According to the latest report by Counterpoint Research on January 16, this round of market enthusiasm can be described as a "super bull market," with significant room for further growth.

Specifically, institutions expect the storage market to continue rising by 40% to 50% by the first quarter of 2026. Following that, in the second quarter, the upward trend is expected to persist, with an additional increase of about 20%. This sustained growth expectation indicates a strong consensus in the market regarding the tight supply of storage chips.

In terms of company performance, major global storage chip leaders—Micron Technology, Sandisk, Samsung, Hynix, and others—have seen their stock prices and product prices reach new historical highs. This not only reflects their core position in chip supply but also confirms that the entire storage market is in a strong cycle. For traders focusing on the chip sector and related derivative assets, this cycle is worth continuous attention.

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BakedCatFanboy

· 01-21 15:15

Storage chips are really taking off, and this market trend doesn't seem fake Micron and Samsung are hitting new highs again. Should have gone all in at the beginning of the year Leading stocks up 40-50%? How crazy is that... There are follow-up traders, making a killing Wait, is this data real? Feels a bit too optimistic The supply shortage is real, right? In that case, holding shouldn't be a problem 2026? That's too far ahead. The second half of the year's market is more important This round of chips might be about to rise, I need to increase my position Hey, which organization issued this report? Is it reliable? It's again data from Counterpoint. Can we trust what this organization says...

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SandwichTrader

· 01-21 13:43

Oh my God, are storage chips really about to take off? I should have heavily invested in Micron long ago. Micron hits a new high again. Is this serious? Wait, the institution said a 40-50% increase. What kind of crazy price will that reach? The storage chip bull market is really here. Damn, I still haven't gotten on board. The leading stocks are all reaching high levels. It feels like retail investors are about to get hammered. The question is, will buying in now result in catching a high? Can this cycle last until next year? It sounds a bit uncertain. Is the tight chip supply real, or is it just talk? I just want to know how much longer Hynix can keep rising. Storage chips are taking off. Why don't I have any in my hands?

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NftBankruptcyClub

· 01-21 07:52

Storage chips are indeed on a surge, but you need to see clearly whether it's genuine growth or just hype driving the rally... The chip industry is very complicated; the leading companies are rising so aggressively, but who knows how long they can sustain it. Micron and Samsung are taking off, it feels like the night ride is here... 40% to 50%? Just listen, don't take it seriously. Can this cycle last until 2026? The risk doesn't seem small either.

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MEVictim

· 01-20 01:31

Storage chips are about to take off again. Is this really stable this time, or is it just another scheme for institutions to harvest retail investors?

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GasFeeTherapist

· 01-18 15:50

The current trend in storage chips is really intense, with leading companies' stock prices soaring to historic highs. I believe in the 40-50% growth expectation. --- Super bull market? It feels similar to the previous AI chip hype, but this time supply is truly tight. --- Are Micron, SK Hynix, and other veteran players about to take off again? Still, we need to keep an eye on where the future ceiling is. --- Will there still be such a big increase in 2026? We need to consider whether the demand is genuinely strong or if it's just another hype. --- The chip sector needs to stay closely monitored this cycle; institutional consensus is usually not too far off. --- Leading companies' prices have all hit new highs. Is it a bit late to enter now? --- The tight supply of storage chips was heard about two years ago. Is it really tight this time, or is it just another story?

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BearMarketBuyer

· 01-18 15:47

A 40 to 50% increase? You're still telling stories, do you even believe this data? Damn, it's another round of cutting leeks. Micron and Samsung have already skyrocketed. Entering now just makes you the bagholder... Wait, is Hynix about to take off this time? I need to check the K-line again. Can this rally really last until Q2? Feels like the same old tricks. The chip cycle has been talked about for years. When will it actually arrive?

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SerumDegen

· 01-18 15:46

nah fr the 40-50% then 20% more is just copium math at this point... we've seen these "super bull" calls before right before the cascade lol

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PseudoIntellectual

· 01-18 15:43

Super bull market? Here it comes again. Will this time be another scythe game? Is the recent surge of Micron and Samsung really due to tight supply chains, or is it just hype? Wait, a 40 to 50% increase by 2026? Where does this data come from? It seems a bit exaggerated. I don't really understand chips that well, but it feels like every time they talk about a bull market, it ends up being a face slap. The leading stocks have surged to high levels. Where are the risk points? Why is no one mentioning them?

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FUDwatcher

· 01-18 15:39

The recent surge in storage chips is indeed impressive, but a 40%-50% increase expectation... sounds a bit exaggerated. Can it really be this stable? By the way, both Micron and Samsung's stock prices have soared to historical highs, feeling a bit like they're approaching a ceiling. Is the supply really tight, or is it just market hype? This is something worth pondering.

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GasOptimizer

· 01-18 15:37

The chip market is really on fire this time, hitting new all-time highs... The stock prices of industry giants like Micron and Samsung have skyrocketed, and it feels like the supply chain is indeed tight. If it can still rise another 40-50% by 2026, this cycle could really last a long time. Currently, the storage sector is out of stock, with prices rising rapidly, and leading companies are making huge profits. This might mean that the chip concept is about to surge again, so we need to keep a close eye on it. However, with such a sharp increase, there's a concern that it might overextend future demand... a bit worried about catching the falling knife at high levels.

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