On September 28, Jiang Bolong released a record sheet of investor relations activities. Regarding future trends in storage prices, the company said that based on information released by third party agencies, the implementation of AI in the cloud and on the terminal side is a clear industry trend and will bring huge increases in storage demand; due to past cycles, overseas original manufacturers still maintain relatively prudent NAND capital expenditure plans and achieve relatively moderate NAND supply growth through technological upgrades, so the supply and demand relationship in the storage industry will remain tight.
Zhitongcaijing · 1d ago
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On September 28, Jiang Bolong released a record sheet of investor relations activities. Regarding future trends in storage prices, the company said that based on information released by third party agencies, the implementation of AI in the cloud and on the terminal side is a clear industry trend and will bring huge increases in storage demand; due to past cycles, overseas original manufacturers still maintain relatively prudent NAND capital expenditure plans and achieve relatively moderate NAND supply growth through technological upgrades, so the supply and demand relationship in the storage industry will remain tight.
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