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
What Should You Listen for in AI Earnings Calls? Four Keywords: CAPEX, HBM, ROI, and Guidance
AI earnings calls are not only about revenue and EPS. Investors should focus on four keywords: CAPEX, HBM, ROI, and Guidance. This analysis explains how to interpret AI investment returns, supply chain bottlenecks, and post-earnings expectation gaps from calls by Microsoft, Nvidia, Amazon, Meta, Alphabet, Micron, and other AI-related companies.
Maggie
2026-07-10 17:55:05
How Can One Company’s Earnings Affect the Entire AI Supply Chain? From TSMC and ASML to Micron and Seagate
Why can one company’s earnings move the entire AI supply chain? This analysis explains how cloud capital expenditure, AI chip orders, TSMC’s advanced nodes, ASML lithography systems, Micron HBM, and Seagate nearline HDD demand transmit across the industry, and how investors can distinguish real business momentum from short-term price correlation.
Tomas
2026-07-10 17:47:27
2026 AI Earnings Season: Understanding the Tech Stock Narrative Through CAPEX, HBM, and CoWoS
What should investors watch in the 2026 AI earnings season? This analysis breaks down CAPEX, HBM, CoWoS, GPU utilization, cloud revenue, and free cash flow across Microsoft, Alphabet, TSMC, ASML, Samsung, Tesla, and other key technology stocks.
Neve
2026-07-09 19:08:22
Samsung’s Strong Earnings but Falling Share Price: Has the AI Storage Rally Peaked?
Samsung’s Q2 earnings guidance was strong, yet its share price fell. Does this mean the AI storage rally has peaked? This analysis looks at HBM, DRAM, NAND, AI Capex, expectation gaps, and the divergence across AI storage stocks.
Neve
2026-07-09 16:39:53
Why Samsung’s Q2 Earnings Matter for AI Storage Stocks: HBM, DRAM, and the Expectation Gap
Samsung’s Q2 earnings matter for AI storage stocks because HBM, DRAM, NAND, and data center demand shape the memory cycle. This analysis explains Samsung’s guidance, AI storage demand, valuation transmission, and key indicators for investors.
Maggie
2026-07-09 16:09:44
WDC vs. STX: Which HDD Giant Is More Dependent on Cloud Customers? A Comparison of Customers, Products, and Cash Flow
Compare WDC and STX by cloud customer exposure, customer concentration, nearline HDD demand, mass capacity storage, AI data center spending, gross margin, and free cash flow to understand which HDD giant is more tied to hyperscalers.
Max
2026-07-08 18:34:05
How to Classify Pure Storage, NetApp, Dell, and HPE in Enterprise Storage
How should you classify Pure Storage, NetApp, Dell, and HPE in enterprise storage? This comparison looks at all-flash arrays, hybrid cloud data management, AI data centers, GreenLake, PowerStore, ONTAP, FlashArray, Alletra, and financial structure to explain each company’s positioning, best-fit scenarios, and investment logic.
Neve
2026-07-08 18:29:07
Pure Storage vs. NetApp: Which One Looks More Like a Software Company? Subscription, Services, and Hardware Revenue Compared
Is Pure Storage or NetApp more like a software company? This comparison of PSTG vs. NTAP looks at revenue mix, subscription services, support revenue, public cloud, gross margins, AI storage demand, and hardware-cycle risk.
Maggie
2026-07-08 18:20:48
HBM, NAND, or HDD: Which AI Storage Route Is the Most Direct? A Business Purity Comparison
HBM, NAND/enterprise SSDs, and HDDs all benefit from AI data center growth, but through different paths. This analysis compares the three AI storage routes by storage hierarchy, business purity, data center demand, pricing cycles, representative companies, and key investment indicators.
Tomas
2026-07-08 18:16:30