SanDisk up 3.5% in pre-market trading, Micron Technology up 3%, Western Digital up 2.5%, Seagate Technology up 2%.

In terms of news, Samsung Electronics will increase the price of DRAM supplied in the second quarter by about 30% compared to the first quarter. After negotiating prices with major customers at the end of last month, supply contracts have already been signed. The 30% refers to the average price increase, including high bandwidth memory (HBM852) as well as general-purpose DRAM for servers, PCs, and mobile devices. As the memory shortage issue intensifies, Samsung had previously doubled the average price of DRAM in the first quarter of 2026. Although the momentum for price increases has eased, the company expects prices will not drop significantly. An industry insider stated, "Currently, supported by demand for artificial intelligence, there are no signs of improvement or decline in memory prices."