So… returning to storage, here’s what we have now:
$SKHY CEO said: “We expect the [storage] shortage to continue through the end of 2030”
$SNDK said: “We see that through 2030, NAND has structural, massive demand” Non-GAAP gross margin will remain at around 80%.
$NVDA said that supply commitments increased from $119.0 billion to $279.0 billion, mainly driven by storage purchases… at the same time, storage pricing is at ‘extreme’ levels and continues to rise.
Winbond is in discussions with several customers regarding allocations extending to 2029–2030.
I said before that storage demand looks structural, and now— from traditional DRAM to HBM—the visibility of demand has extended out several years into the future..
So I do believe there is an opportunity for further upside in the forward P/E multiples across the entire sector.#存储
$SKHY CEO said: “We expect the [storage] shortage to continue through the end of 2030”
$SNDK said: “We see that through 2030, NAND has structural, massive demand” Non-GAAP gross margin will remain at around 80%.
$NVDA said that supply commitments increased from $119.0 billion to $279.0 billion, mainly driven by storage purchases… at the same time, storage pricing is at ‘extreme’ levels and continues to rise.
Winbond is in discussions with several customers regarding allocations extending to 2029–2030.
I said before that storage demand looks structural, and now— from traditional DRAM to HBM—the visibility of demand has extended out several years into the future..
So I do believe there is an opportunity for further upside in the forward P/E multiples across the entire sector.#存储