Supply and Demand Dynamics - The supply/demand situation in the industry has been tight for over two years, with demand consistently exceeding supply [1] - The company has chosen to maintain its strategy of not expanding unit capacity, focusing instead on increasing exabyte output [1] Technological Advancements - The company aims to meet customer demand by transitioning them to higher capacity drives, with potential upgrades from 30 terabytes to 40 terabytes, and eventually to 50 terabytes and beyond [2] - The strategy emphasizes generating more exabytes through existing products rather than increasing the number of units produced [2]