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Nomura Securities: The global storage industry is still in severe supply shortage, and the structural demand growth driven by AI has not yet peaked.

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ME News, July 5 (UTC+8): In its latest report, Nomura Securities believes that the core contradiction in the global storage industry is still severe supply shortages, and that AI-driven structural demand growth has not yet peaked. Recent investor concerns about a supply surplus are clearly overstated, and the market’s overly aggressive reaction may provide an opportunity to reassess valuations for the storage sector. Nomura Securities states plainly in the report that market worries have been significantly exaggerated. The cycle from semiconductor investment to actual production capacity is extremely long. South Korea’s investment plan of as much as 4,800 trillion won will take at least 5 to 10 years to translate into actual production capacity. In addition, the squeeze on general-purpose storage production capacity caused by profitable HBM (High Bandwidth Memory) is leading to serious supply shortages facing the market. Nomura Securities emphasizes that Meta’s decision is by no means a turning point for a decline in AI-related hardware demand. On the contrary, due to the current shortage of compute supply driving up the price per token, Meta’s entry of computing power could help stabilize token prices and push them down to a more steady level. (Jin Shi) (Source: ODAILY)
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