The storage sector of the US stock market opened under pressure, with Micron Technology and SanDisk's stock prices falling. Samsung and SK Hynix announced an 800 trillion won investment plan to build a new chip manufacturing hub, accounting for two-thirds of the global storage chip production capacity. The new production capacity plan will create expected pressure on the FY27-FY28 supply curve, and DRAM/NAND direct targets will be under pressure. Companies mainly engaged in storage structure or hard disk business will perform relatively well.