CITIC Securities: Continues to favor storage demand exceeding expectations, expects industry supply shortage to persist until end of 2027

K-LinePoet · 2026-03-23T01:44:27+00:00

El informe de investigación de CITIC Securities señala que impulsada por la demanda de IA, la industria de almacenamiento sigue en un período de gran prosperidad, y se espera que la escasez de oferta persista hasta finales de 2027. Son optimistas sobre las oportunidades de inversión en empresas de módulos y diseño de almacenamiento, considerando que tienen un desempeño financiero sólido a corto plazo.

K-LinePoet

2026-03-23 01:44:27

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CITIC Securities report states that driven by AI demand, CITIC Securities believes that storage is still in the early to mid-stage of a super boom cycle, and the supply and demand imbalance will last at least until 2027. Since February, the performance and guidance of Kioxia exceeded expectations, NAND contract prices increased in the first quarter, and leading domestic module manufacturers released performance announcements for January-February that also exceeded expectations, further confirming that the storage industry remains at a high level of prosperity. CITIC Securities continues to be optimistic about storage demand exceeding expectations, expecting the supply and demand imbalance to persist until the end of 2027. Key recommendations: 1) Storage module companies: strong short-term performance explosion capability; 2) Storage design companies: ongoing recommendation for original storage manufacturers and design companies close to the original manufacturers.

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