Market Dynamics in Hard Disk Drives - The main competitor, Western Digital, has forecasted mid-20s exabyte growth in nearline storage [2] - There is a need for the company to evaluate its own growth projections in relation to Western Digital's forecast [2]

Western Digital Corporation (NASDAQ:WDC) is one of the Best Stocks to Buy and Hold For the Next 3 Years. On February 19, Western Digital Corporation (NASDAQ:WDC) announced that it is relaunching its G-DRIVE brand as a single umbrella for all its high-end external storage drives aimed at content creators. Management noted that the relaunch will result in the former SanDisk logo being replaced by “G.” This move follows the company’s split in 2025 to become a pure play HDD company. The initial product line- ...

来源：滚动播报 存储概念涨势扩大，西部数据涨超7％，希捷科技涨超4％，美光科技涨超3％，闪迪涨超1％。 ...

来源：智通财经网 周三，存储概念涨势扩大，西部数据(WDC.US)涨超7%，希捷科技(STX.US)涨超4%，美光科技 (MU.US)涨超3%，闪迪(SNDK.US)涨超1%。消息面上，此前华尔街知名做空机构香橼称正在做空闪 迪，并直言警钟不会在顶部敲响。香橼直言繁荣只是"海市蜃楼，"供应幻象"掩盖周期危机"。对于香橼 狙击闪迪一事，有市场分析指出，香橼的做空逻辑抓住了周期股的要害，但时机可能早了约两年。部分 投资者则认为，AI驱动的结构性需求增长可能在一定程度上平滑传统的周期性波动，当前的短缺并非 完全是"幻象"。 稍早前，SK海力士在高盛电话会上释放强烈信号称，在AI需求爆发与供应瓶颈的共振下，存储价格上 涨已成定局。公司透露，目前DRAM及NAND库存仅剩约4周，且没有任何客户能完全满足需求。 ...

Core Viewpoint - The storage sector is experiencing significant gains, with companies like Western Digital (WDC) rising over 7%, Seagate Technology (STX) over 4%, and Micron Technology (MU) over 3%, amidst a backdrop of short-selling activity by Citron Research targeting SanDisk (SNDK) [1] Group 1: Market Reactions - The storage concept's upward trend is highlighted by substantial stock price increases among key players in the industry [1] - Citron Research's short position on SanDisk raises concerns about the sustainability of the current market conditions, suggesting that the apparent prosperity may be misleading [1] Group 2: Supply and Demand Dynamics - Market analysts indicate that Citron's short-selling rationale effectively addresses the cyclical nature of the sector, although the timing may be premature by approximately two years [1] - There is a belief among some investors that AI-driven structural demand growth could mitigate traditional cyclical fluctuations, suggesting that the current shortages are not entirely illusory [1] Group 3: Industry Insights - SK Hynix has signaled strong expectations for rising storage prices due to a confluence of AI demand surges and supply constraints, indicating a critical inventory situation with DRAM and NAND stocks lasting only about four weeks [1] - The company reports that no customers are able to fully meet their demand, further emphasizing the tight supply conditions in the market [1]

每经AI快讯，2月25日，美股芯片存储板块盘前多数上涨，西部数据涨1%，希捷科技涨0.75%，美光科 技涨0.55%；闪迪跌0.45%。 （文章来源：每日经济新闻） ...

Group 1: Overall Industry Outlook - The semiconductor industry is experiencing an upward trend in performance, driven by strong demand in storage, equipment, and foundry sectors [1] - The report maintains an overweight recommendation for the semiconductor sector due to the overall industry recovery and growth potential [1] Group 2: Performance of Overseas Listed Companies - North American cloud service providers, including Microsoft, Amazon, Google, and Meta, reported significant year-on-year growth in cloud revenues, driven by AI demand, with capital expenditures expected to increase substantially in 2026 [14][15][16][17] - TSMC, the global leader in foundry services, reported a 25.5% year-on-year increase in Q4 2025 revenue, reaching $33.73 billion, with net profit growing over 40% [21] - Micron Technology's Q1 FY26 revenue reached approximately $13.64 billion, benefiting from rising storage prices driven by AI demand [31] - Texas Instruments and Analog Devices showed signs of recovery in the analog chip sector, with Texas Instruments reporting a 10% year-on-year revenue increase in Q4 2025 [39][41] Group 3: Performance of Domestic Listed Companies - SMIC reported a Q4 2025 revenue of 17.81 billion yuan, a year-on-year increase of 11.9%, with net profit growing by 23.2% [57] - The semiconductor packaging and testing sector is recovering, with several companies reporting improved profitability and growth driven by AI demand [60] - The analog chip sector is also showing signs of recovery, with many companies reporting improved performance compared to 2024 [62] Group 4: Investment Recommendations - The report suggests focusing on high-growth segments driven by AI, such as computing chips, storage, advanced packaging, and semiconductor equipment [7]

February 24, 2026 06:27 PM GMT Global Technology AI boosts NAND demand, but Asian module maker margins may soon compress We see challenges for module makers with constrained supply, margin normalization, and weakening consumer SSD demand amid higher NAND prices. Phison and Longsys to EW. Memory supercycle – unequal beneficiaries: AI demand and tight supply have sharply shifted bargaining power across memory. Consensus EPS for the memory supply chain is up 279% YoY, versus 37% for our global tech coverage. S ...

Key Takeaways Western Digital targets 20% revenue CAGR over 35 years on surging AI storage demand.WDC projects 50% gross margins and 30% free cash flow margins under its new model.Teradata expects 2-4% ARR growth in 2026 amid rising cloud adoption and AI platform expansion.Both Western Digital Corporation (WDC) and Teradata (TDC) are tied to enterprise data infrastructure, with WDC providing the physical storage hardware, and Teradata delivering data analytics and cloud-based data platform solutions that re ...

In a move that captured attention, Western Digital Corporation (WDC) announced selling down its remaining equity stake in SanDisk Corporation (SNDK) , the flash memory powerhouse it spun off last year. The company is executing a multi-billion-dollar secondary offering of SanDisk shares, involving a debt-for-equity swap with affiliates of J.P. Morgan and Bank of America. The transaction, which prices roughly 5.8 million shares at around $545 each for about $3.17 billion, is designed to accelerate deleverag ...