The storage, optical module, and advanced foundry sectors are currently the three core constraints in the AI computing power chain. These three segments are now experiencing a synchronized upswing, driving the valuation center of the hardware sector higher. Since late February, spot prices for storage chips have continued to rise, with DRAM spot prices increasing approximately 25% and NAND flash memory by about 18%. It has been noted that the global storage chip industry is currently undergoing its strongest upward cycle this century. In the optical communications sector, a leading company indicated during a conference call that orders are experiencing "step-function" growth, with backlog orders reaching a record high and customer commitments extending to 2028. In the advanced foundry space, demand driven by Nvidia for TSMC's advanced CoWoS packaging has continued to increase this year. TSMC's capacity remains tight, with market information suggesting no immediate plans for expansion. Amid the sweeping storage super cycle, the YF AI ETF (03489) closely tracks the FTSE Custom Global Artificial Intelligence Select Index. Its portfolio covers AI hardware companies such as Micron, SanDisk, TSMC, Nvidia, and Lumentum, enabling one-click allocation across optical modules, storage, and advanced foundry sectors. This allows investors to closely follow the storage super cycle and the primary uptrend in AI computing power. The fund has demonstrated strong past performance, with its underlying index rising 21.17% over the past month, helping investors capture core opportunities in high-growth industries under the AI wave.