US Stock Market Move | Storage sector goes against the trend and strengthens, with Western Digital Corporation (WDC.US) rising more than 5%.

On Wednesday, the storage sector showed strength against the trend, with Western Digital Corporation (WDC.US) rising over 5%, SanDisk (SNDK.US) rising over 3%, Seagate Technology Holdings PLC (STX.US) rising nearly 2%, and Micron Technology, Inc. (MU.US) rising close to 1%. In terms of news, according to the latest storage industry survey by TrendForce, due to the accelerated rise in contract prices for conventional DRAM in the first quarter of 2026, the quarterly growth rate could reach as high as 93-98%, stimulating an overall quarterly revenue growth of 81% to $97 billion. As AI applications gradually shift from large language models (LLM) training to AI inference, cloud service provider (CSP) data center construction focus is also shifting from AI servers to general-purpose servers, driving storage procurement demand from HBM3e, LPDDR5X, and high-capacity RDIMM to various capacity specifications of RDIMM products.