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

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Golden Finance reported that on July 5, Nomura Securities said in its latest report 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 oversupply appear to be clearly excessive, and the market’s overly intense reaction may offer a window to re-examine the valuations of the storage sector. Nomura Securities said plainly in its report that market worries have been greatly exaggerated. The cycle for converting semiconductor investment 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 translate into actual production capacity. In addition, the squeeze on general-purpose storage capacity caused by high-margin HBM (high-bandwidth memory) is leaving the market facing severe supply shortages. Nomura Securities stressed that Meta’s decision is in no way a turning point indicating a decline in AI-related hardware demand. Instead, due to the current shortage of computing power, token prices are trending upward, and Meta’s move to bring computing power into the market could help stabilize token prices (and potentially ease them) once again. (Jin Shi)
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