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Nomura Securities: The current global storage industry still faces a severe supply shortage, and the AI-driven structural demand growth has not yet peaked.

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Odaily Planet Daily News: In its latest report, Nomura Securities believes the core contradiction in the global storage industry is still a severe supply shortage, and AI-driven structural demand growth has not yet peaked. Recently, investors’ concerns about oversupply have been clearly overblown, and the market’s extreme reaction may provide an opportunity to reassess valuations in the storage sector. In the report, Nomura Securities said bluntly that market worries have been greatly exaggerated: the cycle for semiconductor investments to translate into actual production capacity is extremely long. South Korea’s investment plan of up to 4800 trillion won will take at least 5 to 10 years to convert into actual production capacity. In addition, the squeeze on general-purpose storage production capacity caused by high-profit HBM (high-bandwidth memory) is leaving the market facing serious supply shortages. Nomura Securities emphasized that Meta’s decision is absolutely not a turning point indicating a decline in AI-related hardware demand. On the contrary, due to the current shortage of computing power, the price per token is trending upward; Meta’s entry of computing power into the market is expected to push token prices to stabilize downward. (Jin Shi)
TOKEN-2.65%
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