元器件数据汇总_2025 年 12 月存储产品生产趋势；数据中心产能稳步扩张_ Component Data Deposition_ Storage production trends in December 2025; solid expansion in capacity for data centers

J P M O R G A N Asia Pacific Equity Research 30 January 2026 Electronic Components Sector Component Data Deposition: Storage production trends in December 2025; solid expansion in capacity for data centers We analyze December HDD and SSD shipment data from Techno System Research (TSR). HDD production volume continues to rise gradually MoM. In December 2025, nearline HDD production capacity for data centers was flat MoM but maintained strong YoY growth. Enterprise SSD production capacity continued to increas ...