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CITIC Securities: Continues to Be Bullish on Storage Demand Exceeding Expectations, Anticipates Industry Supply Shortage to Persist Until 27H1
20 hour ago /
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Author：小编
On March 7, CITIC Securities' research report stated that since February, Kioxia's performance and guidance exceeding expectations, the increase in NAND first-quarter contract prices, and Biwin Storage's performance announcement for January-February exceeding expectations all indicate that the storage industry's prosperity remains high. CITIC Securities is bullish on storage demand exceeding expectations and anticipates that the industry's supply shortage will persist until the first half of 2027. It recommends storage module companies with strong short-term performance growth, original storage manufacturers, and design companies closely aligned with original manufacturers.
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