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
Which Price Increase Matters More to Micron: DRAM or NAND?
Both DRAM and NAND price increases affect Micron, but in different ways. Learn how DRAM, NAND, HBM, enterprise SSDs, and AI data center demand reshape Micron’s earnings and the memory cycle.
Maggie
2026-07-06 18:22:35
Does AI Inference Need More Storage Than Training? Breaking Down Server Memory and Data Retention Demand
AI inference does not necessarily require more raw data than training, but it creates more persistent demand for server memory, KV cache, RAG databases, log retention, SSD/HDD tiering, and cold-data archiving. This guide breaks down the storage differences between AI training and inference, helping you understand AI server demand and the storage supply chain.
Reggie
2026-07-06 18:14:47
Why Are AI Data Centers Competing for Enterprise SSDs? From Training Data to Vector Databases
AI data centers are competing for enterprise SSDs because training data, checkpoints, inference caches, RAG, and vector databases all require low latency, high IOPS, and stable throughput, driving tight enterprise SSD supply.
Matt
2026-07-06 18:09:54
Why Are Cloud Providers Signing Long-Term HDD Contracts? Demand Visibility for Western Digital and Seagate
Cloud providers are signing long-term HDD contracts to secure high-capacity nearline HDD supply for AI data centers, control $/TB storage costs, and improve expansion certainty. This article analyzes Western Digital and Seagate’s demand visibility, pricing power, technology roadmaps, and key investment indicators.
Max
2026-07-06 18:06:10
How Do Microsoft, Amazon, Google, and Meta’s AI Capex Affect Storage Stocks?
Microsoft, Amazon, Google, and Meta’s AI capex is reshaping the investment logic for storage stocks. Learn how cloud infrastructure spending flows into HBM, DRAM, SSDs, HDDs, and enterprise storage companies.
Neve
2026-07-06 18:01:16
Samsung Q2 Preliminary Earnings Preview: Where Do HBM, DRAM, and NAND Stand in the Recovery?
Samsung’s Q2 preliminary earnings preview focuses on HBM, DRAM, and NAND recovery trends, using Samsung’s Q1 results, Reuters market expectations, and TrendForce memory price forecasts to analyze AI storage demand, margin recovery, and key risks.
William
2026-07-06 17:23:56
What Is an All-Flash Array? How Pure Storage Differs From Traditional Storage Vendors
An all-flash array is an enterprise storage system built around SSD / NVMe flash media. Learn what all-flash arrays are, how Pure Storage / Everpure differs through DirectFlash and Evergreen, how traditional vendors such as Dell, NetApp, HPE, and IBM compete, and what enterprises and investors should watch.
Reggie
2026-07-06 17:18:22
What Is Cold Data? Why AI Still Needs Long-Term Storage After Training and Inference
Cold data is not useless data. It is a long-term asset for AI training, inference, auditing, and retraining. Learn what cold data means, why HDDs still matter, how AI storage tiering works, and how long-term retention affects cost, compliance, and data value.
Matt
2026-07-06 17:11:11
