HDD Supply/Components Tightening Up

The strong rebound in HDD demand in CQ3 was great relief for the HDD industry. It has been seven long years, since the HDD industry had a Q-Q growth of this magnitude. More importantly, the strength of the nearline market is what resulted in improved gross margins and...

SSDs Post Significant Growth Again in CQ3 ‘16

Sequential unit shipment growth in all SSD segments – client SATA, client PCIe, Enterprise SATA, SAS, and PCIe – resulted in significant increases over the prior quarter. Client modules, targeting the OEM PC market, jumped almost 20% Q-Q, reflecting both a slightly...