ChainThink reports that on September 7, the release of OpenAI's flagship model, Astra, reignited market enthusiasm for AI infrastructure, with memory chips emerging as the first sector to benefit.
U.S. semiconductor stocks rallied collectively last Friday, with Micron Technology rising over 6% and SanDisk climbing nearly 12%. On Monday, Asian markets continued the upward trend, with SK Hynix up approximately 8%, Samsung Electronics rising over 5%, and Kioxia gaining around 10%.
Institutions believe that advancements in cutting-edge AI models will drive increased demand for computing power, potentially exacerbating bottlenecks in storage and networking, with HBM, DRAM, and other components likely to re-emerge as the core focus of AI infrastructure trading.
Goldman Sachs and Morgan Stanley predict that global AI capital expenditures will reach $1.3 trillion to $1.5 trillion by 2027, with more than half potentially allocated to memory infrastructure.
Charu Channa, Chief Investment Strategist at Saxo Bank, stated that Astra's release further supports the continued growth in AI spending, and the increasing computing power demands of frontier models will benefit memory manufacturers such as SK Hynix and Samsung Electronics.
As AI models become more advanced, market attention is shifting from GPU "computing power trading" to "storage trading" involving HBM, DRAM, and other components.