The computing market is absolutely ablaze with Artificial intelligence driven growth. Regardless of how sustainable it might be, companies are spending untold amounts of wealth on hardware, with most headlines revolving around GPUs. But the storage market is also under pressure, especially hard drive vendors who purportedly haven't done much to increase manufacturing capacity in a decade. TrendForce says lead times for high-capacity "nearline" hard drives have ballooned to over 52 weeks — more than a full year.
TredForce posted two articles on essentially the same topic today. One of them includes a letter from Western Digital to its customers warning of "unprecedented demand for every capacity in [its] portfolio," and stating that it is raising prices on all of its hard drives. WD says, of course, that this is "to support this growth and ensure continued excellence," but of course, the company will benefit from the bump to its margins and thus, profits.
If you're unfamiliar with the term, "nearline" refers to storage that is not quite online, yet also not quite offline. It's "warm" data, information that needs to be available for ready access, but doesn't have to be as quick or responsive as the Solid State Drives (SSD) that serve as primary online storage for essentially all systems now. Because it isn't constantly being accessed, hard drives can fill this role in an economical fashion. While SSDs have made huge strides in price-per-gigabyte, hard disks are still typically four to five times cheaper by capacity.
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