Podcast [Financial Frontier] HBM and hard drives are rising in volume and price! The truth about Micron/Witten/Seagate/SanDisk’s epic profits! # Micron #Seagate #Witten #WD #SanDisk #Memory #AI #Storage #Data Center #Financial Report

Original author：【混沌產經報】

Original source：https://www.youtube.com/embed/qm2Ba9q9LFU

The global arms race in AI infrastructure has officially moved from a "computing power competition" to a more brutal "data storage space war"! As AI applications shift from model training (Training) to large-scale inference (Inference), the huge amount of synthetic data, agents (Agent AI) and autonomous systems generated are causing global AI data centers to face epic storage shortages! The latest quarterly financial report for 2026 has been released, and the memory and storage industry is in the most profitable "super cycle" in history. Especially since the split between Western Digital and SanDisk, the four major sectors have been clearly divided, and the profit structure has ushered in a historic profit revaluation: 1️⃣ Micron (MU) - the new memory king promoted to the "Trillion Dollar Club"! Revenue in the latest single quarter soared to US$23.86 billion (an annual increase of 196%), and non-GAAP operating profit margins reached an astonishing 69%! The next quarter's revenue guidance directly calls for $33.5 billion, directly breaking Micron's full-year historical record. Its HBM production capacity for the whole year of 2026 has been snapped up by contracts many years ago, and supply exceeds demand to the extreme! • 📈 Top Wall Street legal news: UBS nearly tripled its target price on Micron to $1,625 in its latest report, and Citi maintained a strong buy rating. 2️⃣ SanDisk——The profit reaper of enterprise-class SSD! Thanks to AI servers’ crazy pursuit of orders for high-speed Gen6 SSDs, the company’s chief business officer revealed that the current production capacity cannot even meet customer demand, and enterprise-level NAND prices will increase for several consecutive quarters in 2026! 3️⃣ Witten (WDC) and Seagate (STX) - the myth of "capacity sold out" of large-capacity enterprise-class hard disks (HDD)! • Witten (WDC): Its latest single-quarter revenue was US$3.02 billion, and its net profit tripled! The company made a high-profile announcement: All HDD production capacity in 2026 has been sold out in advance, and long-term contracts with the top five cloud giants (Hyperscalers) have been signed directly for 2027-2028! The latest stock price hit a record high. • Seagate (STX): Revenue in the latest quarter was $2.83 billion, and free cash flow hit an eight-year high! Its most hard-core HAMR (heat-assisted magnetic recording) Mozaic 4 platform will become the absolute main force in shipments by the end of 2026, and 50TB ultra-high-capacity hard drives will officially enter mass production. Faced with this wave of storage craze with both volume and price rising, and stock prices hitting record highs, how do top legal entities at home and abroad, such as Yongfeng, evaluate their battery life? Should retail investors chase US stock giants higher at this time, or ambush Taiwan-related memory and module distributors? The host of this video program will give you a comprehensive hardcore dismantling! 💡 Chaos’ super vernacular private notes: "Meow~! Everyone only knew about chasing Jen-Hsun Huang’s chips before. Unexpectedly, after building thousands of data centers, they found that there is so much data spit out by AI that there is no place to put it! Micron has now directly entered the trillion-dollar club just by selling HBM memory. The estimated revenue for the next quarter is more than the previous year! What’s even more ridiculous is that Witten Electronics (WDC) actually publicly talked about their 2026 All enterprise-class hard drives for the whole year have been ordered by technology giants, and no one behind them can buy them if they have money! This super cycle of the storage industry is basically a money printing machine falling from the sky. Follow the host and Chaos, watch your wallet and make big money with the legal people! Meow~" # Micron #MU #WittenElectronics #WDC #Seagate #STX #SanDisk #Memory Super Cycle #HBM4 #Enterprise-grade SSD #大amoreport#美股财经#曰综合综合综合报#PawnomicsReport #PawsTradingRoom 💡 Sankei Observation: The memory and storage industry is highly cyclical. But what’s different this time is that the demand for HBM driven by AI has squeezed traditional DRAM production capacity, coupled with the rigid demand for enterprise-level large-capacity storage, making this wave of “increasing volume and price” more solid than before. In the context of cloud giants continuing to expand capital expenditures, the four storage giants that provide basic "data food" will usher in a golden age of profit explosion. 🔔 To master the dynamics of Wall Street giants and the sharpest financial report analysis of technology stocks, welcome to subscribe to [Chaos Sankei News] and turn on the little bell! # Micron # Seagate # Witten Electronics # WD # SanDisk # Memory # Financial Report Analysis # Historical High # AI Storage # Data Center # Semiconductor # Financial Frontier # Chaos Sankei Bao # Micron # Seagate # Wei Teng Electronics # WD # SanDisk # Memory # Historical High # AI Storage # Data Center # Financial Report Analysis # Chaos Sankei Bao #Micron #Seagate #WesternDigital #MemoryStocks #DataCenter #AIStorage #EarningsReport #マイクロン#シーゲイト#ウエスタンデジタル#SEMICONDUCTOR#米国产#メモリ#마이크론#씨게이트 #웨스턴디지털#메모리반도체#데이터센터#미국주식#micron#Wittenelectronics#Seagate#SanDisk #MemorySuperCycle#HBM4 #Enterprise-ClassSSD #DaMoTargetPrice#AIDataCenter#USStockFinance#Chaossankeipao#MicronTechnology #WesternDigital #SeagateMozaic #SanDiskSSD #AIStorageBoom #HBM4Shortage #Semiconductor2026 #PawnomicsReport #マイクロン#ウエスタンデジタル#シーゲイト#Memoryサイクル#미국주 식#마이크론테크놀로지#웨스턴디지털#씨게이트#HBM4쇼티지# prospectus # 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