On Friday, the storage sector advanced, with Micron Technology climbing more than 8%, SanDisk gaining over 7%, Western Digital rising over 3%, and Seagate Technology up more than 2%. The move comes as Goldman Sachs recently raised its forecast for DRAM memory chip price increases from approximately 150% to 250%–280%, and its NAND price increase forecast from about 100% to 200%–250%. Goldman Sachs views this not as a typical inventory recovery cycle, but as a "super supply shortage cycle" driven by unprecedented demand growth from AI computing power, the increasing capacity constraints from highly complex HBM manufacturing and packaging processes, and insufficient supply elasticity for general DRAM/NAND.