US and Hong Kong Storage Industry
Explore the US and Hong Kong storage industry, including the growing demand created by artificial intelligence, cloud computing, and data centers. This topic covers HBM, DRAM, NAND, SSD, HDD, and related technologies, along with the products, financial performance, industry cycles, competition, and valuations of relevant US- and Hong Kong-listed companies. Company analysis, earnings coverage, and industry guides help readers understand the storage supply chain, its major participants, and the opportunities and risks associated with the sector.
Related Blogs
How Strong Is Applied Materials' Advanced Packaging and DRAM Equipment Demand? Two Growth Lines in AI Chip Expansion
AI chip expansion is pushing semiconductor equipment demand toward two key growth lines: DRAM/HBM process upgrades and advanced packaging capacity expansion. This article analyzes how strong Applied Materials' advanced packaging and DRAM equipment demand really is by examining AMAT's DRAM epitaxy, CMP, PECVD, eBeam metrology, Singapore manufacturing expansion, SEMI equipment investment forecasts, and earnings verification metrics.
Tomas
2026-08-11 17:54:41
Can Silicon Motion Still Be Bought After Rising Over 300% in a Year? Watch SSD Share, Valuation, and 2027 Growth in Earnings
After Silicon Motion's sharp stock rally, the market is asking whether SIMO is still worth buying. This article analyzes Q2 revenue-doubling expectations, SSD controller share, AI infrastructure boot drives, MonTitan CSP ramps, valuation, margins, and 2027 growth signals for SIMO stock after earnings.
Max
2026-07-29 18:36:04
Kioxia FY2026 Q1 Earnings Preview: NAND Prices, BiCS10, and SanDisk Partnership Benefits
Ahead of Kioxia FY2026 Q1 earnings, the market is watching NAND Flash contract price increases, enterprise SSD demand, AI data center storage, BiCS10 332-layer 3D NAND, Kitakami Fab2, the SanDisk partnership, margins, cash flow, and Kioxia 285A stock reaction. This analysis looks at whether Kioxia can turn the NAND cycle recovery into technology and earnings advantages.
Max
2026-07-29 18:29:22
Silicon Motion Q2 Earnings Preview: SSD Controllers, AI DPU Orders, and Revenue-Doubling Expectations
A Silicon Motion Q2 earnings preview analyzing revenue-doubling expectations, SSD controller recovery, AI DPU and enterprise boot drive orders, MonTitan volume production, eMMC/UFS growth, gross margin and operating margin, and post-earnings SIMO stock trading signals.
Matt
2026-07-28 18:19:56
Lam Research Earnings Preview: Can HBM and NAND Expansion Keep Driving Equipment Orders?
Lam Research will hold its June quarter earnings conference call on July 29, 2026. This preview analyzes LRCX revenue, EPS, WFE, HBM, DRAM, 3D NAND, etch and deposition, advanced packaging, and the outlook for equipment orders.
Reggie
2026-07-28 17:45:48
Why Could HBM Capacity Competition Make Smartphones and PCs More Expensive? Earnings Clues from SK hynix, Apple, and Qualcomm
Why could HBM capacity competition raise smartphone and PC costs? Using SK hynix's Q2 earnings setup, Apple's Q3 earnings preview, and Qualcomm's handset and PC chip signals, this article explains pricing pressure across DRAM, NAND, LPDDR, DDR5, and AI devices.
Maggie
2026-07-28 17:24:42
Dell, HPE, Micron, Arista, and NVIDIA: Which Is Most Sensitive to AI Hardware Budgets?
Compare Dell, HPE, Micron, Arista, and NVIDIA across five dimensions—revenue sensitivity, profit leverage, order conversion, customer concentration, and valuation expectations—to assess their exposure to changes in AI hardware budgets.
Max
2026-07-24 15:44:12
How Long Can the Server and Storage Boom Last? Using Microsoft, Amazon, and Meta CapEx to Validate AI Hardware Demand
Analyze whether AI servers, enterprise storage, memory, networking equipment, and data center demand can continue by comparing the latest CapEx signals from Microsoft, Amazon, and Meta, and what enterprise IT budget shifts mean for hardware and software stocks.
Matt
2026-07-23 15:28:06
Which AI Hardware Stocks Benefit More Under IBM’s Warning? Comparing the Sensitivity of NVDA, DELL, MU, and HPE
IBM’s warning shows that some enterprise customers are prioritizing IT budgets toward servers, storage, and memory. This article compares Nvidia, Dell, Micron, and HPE across GPUs, HBM, AI servers, networking, and storage exposure to analyze which of NVDA, DELL, MU, and HPE benefits more, which has stronger earnings elasticity, and how to distinguish short-term catalysts from long-term AI hardware trends.
Tomas
2026-07-17 18:09:26