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Recently, the semiconductor industry has been very active. TSMC's performance in 2025 reached a new high, and its capital expenditure for 2026 has also been significantly increased, which is enough to demonstrate the hot demand for chips. Meanwhile, a super cycle for storage chips is forming—supply chain shortages are leading to demand overflow, and domestic storage products are gradually gaining opportunities to be adopted by overseas cloud providers, which is a significant opportunity for the entire supply chain.
Overseas giants are also accelerating their布局. Micron Technology announced the acquisition of a wafer facility in Taiwan, China, for $1.8 billion to expand storage chip capacity. At the same time, the US Secretary of Commerce signaled that new storage chip capacity must be built either in the United States or face 100% tariffs. This policy direction is very clear—the localization of capacity has become an irreversible trend. Against the backdrop of increasingly fierce global chip competition, all parties are racing to seize the opportunity.
Micron is investing 1.8 billion to acquire, who are they racing against? The one who localizes capacity faster wins.
The 100% tariff move is brilliant, it basically forces everyone to build factories in the US. If you can't play this game, just wait to be eliminated.
Will this cycle be just a flash in the pan again, or can it really sustain? I'm a bit skeptical.
But honestly, this kind of supply-demand imbalance is truly a lifeline for domestic manufacturers. Whether they can seize the opportunity depends on their next moves.
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Wait, Micron's $1.8 billion acquisition of Inotera's capacity is like competing internally with us haha
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The 100% tariff move is brilliant, it's just to force you to build factories in the US, no room for negotiation
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Domestic storage manufacturers finally have a chance, whether they can seize it this time really depends on luck
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As the chip cycle picks up, everyone is aggressively expanding capacity, capital expenditure is exploding, the money-burning war has begun
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The trend of localizing capacity, those who can't figure out the direction will be eliminated, there is no such thing as a middle ground
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Supply chain shortages mean opportunities for price increases, optimistic about this storage market, but it also depends on policy stance
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The US policy is really tough, after acquiring $1.8 billion, they still want to build capacity locally, this is double insurance
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The super cycle is coming, but can these domestic manufacturers really get a slice of the pie, or will they be cut again
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Micron acquires Kioxia facilities for 1.8 billion dollars. This move is quite aggressive; now it depends on whether we can keep up.
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The 100% tariff move is forcing production capacity to move back to the US mainland, and the industrial chain pattern is about to change.
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The super cycle is here, yet supply chains are still tight? This logic doesn't quite hold up... Is it true or not?
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Domestic cloud providers are starting to introduce storage chips. Is this a sign of breaking the deadlock? Not very optimistic.
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The US policy clearly states: either come to the US or get stuck, clever move.
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The chess game in semiconductors is becoming more and more complex. Whoever can localize first will win half the battle.
With the storage shortage, are our domestic manufacturers finally getting a chance to step up?
100% tariff pressure, which is forcing the US to boost capacity haha.
In terms of localizing production capacity, whoever moves faster wins.
I just want to know if domestic storage manufacturers can seize this wave of opportunity...