US Stocks Movement: All storage concept stocks surge, with Micron, SanDisk, and Western Digital all reaching new highs

Golden Ten Data, May 5th｜According to reports, Sanjay Mehrotra, Chairman and CEO of memory chip giant Micron Technology, sent a strong signal in an interview with CNBC: although the development of artificial intelligence is still at an “early stage,” the supply of high-performance memory chips is already in an “extremely tight” situation, and production capacity is difficult to expand quickly. Mehrotra emphasized that memory is a strategic asset for unleashing the full potential of AI. Currently, the focus of the AI industry is shifting from the training stage to the inference stage, and the widespread adoption of inference applications will cause the required number of tokens to grow exponentially, urgently requiring more and faster memory to support it. (Golden Ten Data)