Western Digital(US:WDC) Xuan Gu Bao·2025-10-31 00:32Group 1 - Western Digital's stock rose over 10% after it was highlighted as a global leader in NAND storage [1] - HDD manufacturers, including Western Digital and Seagate, have not planned to expand production lines, leading to a supply shortage in HDDs due to the growing demand for AI storage [1] - The lead time for NLHDD has dramatically increased from a few weeks to over 52 weeks, exacerbating the storage gap for CSPs [1] Group 2 - The current market demand gap for cold data storage is approximately 180-200EB, prompting CSPs to accelerate the adoption of SSDs over HDDs [1] - Industry forecasts suggest that large-capacity QLC SSD shipments may experience explosive growth by 2026 [1] - Samsung Electronics anticipates that HBM sales in 2026 will significantly exceed this year's figures, with plans to expand HBM production [1] Group 3 - The AI-driven memory semiconductor supercycle is expected to be more prolonged and robust than previous boom periods, with supply shortages potentially lasting 3-4 years [1] - TrendForce reports that DRAM prices are expected to increase by 8-13% quarter-over-quarter in the fourth quarter, with older process DRAM prices seeing substantial growth [1] Group 4 - Key storage module manufacturers include De Ming Li, Jiang Bo Long, Bai Wei Storage, Shannon Chip Creation, and Kai Pu Cloud [2] - Advanced storage manufacturers include Zhaoyi Innovation, Hengshuo Co., and Beijing Junzheng [2] - NAND manufacturers include Zhaoyi Innovation and Dongxin Co., while overseas manufacturers include Micron, SanDisk, and Western Digital [2]