花旗：硬件与存储 - 专家解读、大趋势：存储供需动态更新。硬盘需求持续，供应紧张；闪存下半年有所改善
花旗·2025-03-16 14:53
关注公众号:水木Alpha Viewpoint | Citi Research 12 Mar 2025 17:51:34 ET | 9 pages North America Hardware & Storage Expert Call: Megatrends: Storage Supply @ernand Dynamics Update. HDD Demand Persists, Supply Tightness; Flash 2H Improvement CITI'S TAKE On March 12th, we hosted a call with HDD/SSD experts, TrendFocusa following their recent Asia visit. We summarize the key takeaways inside based on the experts' opinion. HDD HDD build plans appear stable, with fairly solid demand continuing, on track for steady growth ...