Last night’s market action showed clear divergence: Bitcoin, gold, Tesla, and HOOD all surged together, but storage stocks such as SanDisk, Micron, and Hynix remained flat and lagged.
The key reason is that the latest remarks from the U.S. Secretary of Commerce indicate that targeted semiconductor tariff policies will be introduced—no tariffs for companies that build factories in the U.S.; otherwise, companies entering the U.S. market will have to pay taxes, with the targets effectively pointing at Samsung and SK Hynix.
Policy uncertainty has weighed on the storage sector, making capital more cautious—hence the trend where the broader market rises while storage stocks stay unmoved. v
The key reason is that the latest remarks from the U.S. Secretary of Commerce indicate that targeted semiconductor tariff policies will be introduced—no tariffs for companies that build factories in the U.S.; otherwise, companies entering the U.S. market will have to pay taxes, with the targets effectively pointing at Samsung and SK Hynix.
Policy uncertainty has weighed on the storage sector, making capital more cautious—hence the trend where the broader market rises while storage stocks stay unmoved. v
