**[OpenAI Astra Launch Reignites Enthusiasm for AI Computing Power, Storage Chips Become the New Focus]** Beating AI News Flash: The release of OpenAI's latest flagship model, Astra, has once again ignited market enthusiasm for AI infrastructure, with storage chips emerging as the first beneficiaries. U.S. semiconductor stocks rallied collectively last Friday, with Micron Technology surging over 6% and SanDisk rising nearly 12%. On Monday, the Asian markets continued the uptrend, with SK Hynix climbing approximately 8%, Samsung Electronics gaining over 5%, and Kioxia jumping around 10%. Institutions believe that as the capabilities of cutting-edge AI models continue to advance, the demand for computing power will further increase, potentially exacerbating bottlenecks in storage and networking. HBM and DRAM are expected to once again become key themes in 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 likely to be allocated to memory construction. Saxo Bank's Chief Investment Strategist, Charu Channa, stated that the launch of Astra further supports the sustained growth of AI spending. The increasing computing power demands of advanced models will benefit storage chip manufacturers such as SK Hynix and Samsung Electronics. As AI models grow more powerful, the focus on "computing power trading" centered solely on GPUs is shifting toward "storage trading" involving HBM and DRAM, making storage chips a key beneficiary in the next wave of AI infrastructure investment. [Original Article Link]