Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results,...

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...