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Industry

AI demand debate clouds memory order visibility

Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.

Industry

QLC SSD demand rises as HDD supply tightens on cold data surge

As AI inference spreads, cold data is surging and extending HDD supply lead times. With HDD replacement difficult and NAND supply constraints adding pressure, development of high-capacity, low-cost QLC SSDs is being spurred. Export data show a sharp rise in SSD shipments, outpacing NAND component exports, suggesting big tech and cloud operators are expanding storage infrastructure. Rising KV cache demand and NAND price gains are also accelerating the shift toward QLC SSDs.

Industry

K battery makers see end of chasm tunnel, profitability within reach in Q2

South Korea\'s three major battery makers posted weak first-quarter results. LG Energy Solution and Samsung SDI swung to operating losses, and SK On is also expected to remain in the red. Brokerages see the first quarter as a cyclical trough and expect a shift to profitability from the second quarter as energy storage system sales ramp up and electric-vehicle demand recovers. Key variables include the pace of ESS revenue recognition and normalization of North American production.