North America Hardware & Storage_ Expert Call_ Megatrends_ Storage Supply Demand Dynamics Update. HDD Demand Persists, Supply Tightness; Flash 2H Improvement
2025-03-16 14:52
V i e w p o i n t | 12 Mar 2025 17:51:34 ET │ 9 pages North America Hardware & Storage Expert Call: Megatrends: Storage Supply Demand Dynamics Update. HDD Demand Persists, Supply Tightness; Flash 2H Improvement CITI'S TAKE On March 12th, we hosted a call with HDD/SSD experts, TrendFocus, 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 for 2025. Nearline d ...