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  1. Semiconductor and storage market dynamics show high demand from hyperscalers, driving scarcity and shifting component allocation among major players.

AI agentic trends are identified as the primary driver for the current growth in storage demand.

1 report, 1 independent Updated Jun 16
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AI agentic trends are identified as the primary driver for the current growth in storage demand.

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Western Digital

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Semiconductor and storage market dynamics show high demand from hyperscalers, driving scarcity and shifting component allocation among major players. All 2 developments

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