除了内存和SSD，机械硬盘行业供需也偏紧，景气度有望持续到明年下半年

Group 1 - Western Digital has announced a gradual price increase for all HDD products, citing unprecedented demand across its storage product lineup and investments in advanced innovative technologies [1] - The stock price of Western Digital rose by 0.68% to $103.09 per share, marking a new historical high and over a twofold increase since its low point earlier this year [1] - According to CITIC Securities, AI has significantly driven up global data center storage demand since 2023, with HDDs offering advantages in capacity and cost over SSDs, making them the preferred choice for near-line storage among cloud providers in Europe and the U.S. [1] Group 2 - Major companies like Seagate Technology and Western Digital account for 80% of global HDD production capacity, and after a downturn in 2021, there is currently a lack of short-term expansion willingness and motivation among enterprises [1] - The current upcycle for data center HDDs is expected to begin in 2024, with major companies having product lead times and order visibility extending over one year, indicating a tight supply-demand situation that may last until at least the second half of 2026 [1] - Deep Technology has core manufacturing technologies for hard disk heads and disk substrates, with products including hard disk heads, disk substrates, and HDDs [2]