Funds in the AI industry chain are flowing to core cloud providers, and there are signs that the storage chip market has peaked.

Analyst Garrett Jin pointed out that AI industry funds are shifting from storage chips to core cloud computing giants such as certain exchanges. Micron's share price encountered resistance and fell back at around $1,250, SK Hynix and Samsung Electronics have weakened, and in the past two months, foreign capital has withdrawn over $65 billion from the Korean stock market.