Báo cáo của Morgan Stanley: Lượng SSD doanh nghiệp giao hàng sẽ tăng gấp đôi vào năm 2026

The Huoxing Finance report states that on August 3, Morgan Stanley released a report indicating that June HDD/SSD data continued to show strong demand for data centers. TSR forecasts that the shipped capacity of enterprise SSDs for data centers will reach 525 EB in 2026, a 100% year-over-year increase; the shipped capacity of nearline HDDs for data centers will reach 1,845 EB, a 30.4% year-over-year increase. The report shows that in June, the shipped capacity of enterprise SSDs for data centers was 46.33 EB, up 124.5% year-over-year and 12.0% month-over-month. During the same period, the shipment volume of enterprise SSDs was 6.35 million units, up 41.1% year-over-year and 8.9% month-over-month. Morgan Stanley believes that as the proportion of high-capacity products increases, the growth rate of SSD shipped capacity will continue to outpace the growth rate of unit shipments. Regarding HDDs, June's nearline HDD production was 7.03 million units, up 12.3% year-over-year and down slightly by 0.6% month-over-month. TSR forecasts that nearline HDD production will reach 84.39 million units in 2026, up 12.8% year-over-year. However, the report cautions that future production increases for nearline HDDs may be constrained by head and testing capacity. Overall, AI and data center capital expenditures continue to drive demand for storage capacity, but supply chain bottlenecks are spreading from end devices to critical component segments.