[Quantitative trading giant: Memory chips have firmly occupied the "semiconductor throne" and are optimistic about Micron and SanDisk] On September 9th, Mehdi Hosseini, an analyst at quantitative trading giant Susquehanna, recently stated that storage has become the "king" of the semiconductor industry and believes that "storage's dominance will continue." Investment in artificial intelligence (AI) data centers has the chip industry's revenue expected to double this year to $1.5 trillion, and memory chips have been a "key driver" of that growth, he said in a note to clients on Tuesday. He cited July global shipment and average selling price data from the Semiconductor Industry Association. Hosseini pointed out that memory chips currently account for 50% to 55% of total semiconductor revenue, adding that historically, storage accounts for about 20% to 30% of total industry revenue. In terms of beneficiary stocks, he mentioned that the accelerated rise in memory chip demand and prices has made Micron Technology one of the best-performing stocks in the S&P 500 Index this year. The stock is up 217% year to date. SanDisk, which specializes in NAND flash memory, has also benefited from artificial intelligence-driven storage demand, and its shares have risen 531% so far this year. Hosseini has a positive rating on both stocks.