Core Viewpoint - The company anticipates a significant supply shortage of HDDs due to increasing demand from North American cloud service providers investing heavily in AI infrastructure [1] Group 1: Market Demand and Supply Dynamics - North American cloud service providers are ramping up investments in AI, leading to a substantial increase in demand for data storage [1] - HDD supply is expected to remain insufficient to meet the growing data storage needs, resulting in a notable supply gap [1] - Cloud service providers are placing larger orders for high-capacity QLC SSDs, which has caused server market demand to exceed initial supply expectations from storage manufacturers [1] Group 2: Price Trends - Storage manufacturers are shifting their production capacity towards the server market, tightening the supply of consumer-grade and embedded storage [1] - Recent temporary contract quotes from some manufacturers indicate that prices for DRAM and NAND products across various application markets have increased by at least 20%, with some quotes rising over 40% [1]
江波龙：大规模AI基础设施建设落地，HDD供应已难以满足巨量数据存储需求