There’s a shift taking place in the digital storage space. After experiencing a surge in demand due to the pandemic, which was subsequently followed by a sharp downturn caused by prolonged COVID lockdowns in China, a war in Eastern Europe, and broader macroeconomic slowdowns that dampened cloud computing demand, collectively, the HDD and SSD sectors are now poised for a cyclical recovery. That is the conclusion reached by Citigroup’s Asiya Merchant, who has been assessing the digital storage sec
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