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BTC $ETH $ZEC The more storage prices rise, the more worried I become about the downstream. In this cycle, the strongest in semiconductors is clearly storage. DRAM, NAND, HBM prices are rising; $SNDK, MU, SK Hynix are all benefiting from AI expansion, but the problem is obvious: The more storage prices surge, the costs will ultimately be passed on to servers, phones, and PCs.