In the realm of computing, there has been a significant uptick in the demand for mechanical hard drives (HDDs) and solid-state drives (SSDs), propelled by the burgeoning expansion of artificial intelligence data centers. This has resulted in a constrained market supply. Leading suppliers, including Seagate, SanDisk, and Western Digital, have disclosed that robust customer demand has spurred the signing of long-term supply agreements, with terms stretching up to five years. HDDs, boasting cost-effectiveness, remain the go-to choice for large-scale data storage. Meanwhile, SSDs, renowned for their swift read/write speeds and robust shock resistance, have emerged as indispensable gear for high-performance computing scenarios, such as AI and cloud computing. It is anticipated that the supply shortage will linger until mid-2026, with the possibility of it persisting through year-end, potentially propelling the adoption of capacity expansion technologies like QLC and HAMR.