AI Storage New Cycle: The Siege of NAND and the Defense of HDD
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The report analyzes the sustainability of the rise in NAND contract prices and the cyclical position. On the demand side, AI drives the growth of SSD demand, with global NAND shipments expected to approach 2000EB by 2028. Capacity expansion is cautious, and NAND prices may continue to rise until 2026. HDD still has a cost advantage, but future applications will focus on cold data storage
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