As we enter October 2026, the storage industry has released three key signals in succession: SK Hynix's new HBM production facility in the United States has been confirmed, leading module manufacturers have seen a slowdown in performance growth, and Micron continues to invest in enterprise storage business. From upstream factory capacity planning, midstream module profitability, to top-tier manufacturers' strategic shifts, these three signals collectively confirm the industry's core direction: the AI high-end storage track continues to be heavily invested in, but the industry's violent price premium period is coming to an end, and market structural segmentation is intensifying.
One, SK Hynix's new HBM production facility in the United States has been confirmed, marking a further escalation of the high-end capacity competition.