Serenity: Storage Supply Shortage Persists Despite Short-Term Price Rallies

Serenity warned that the fundamental shortage in the storage sector remains critical and may worsen. Evidence includes a Nikkei report citing a 40% to 60% supply gap among Japanese distributors, with potential price hikes of 50% by year-end. Additionally, capital expenditures from firms like SpaceX, SanDisk's long-term margin projections, and order visibility for companies like Samsung extending to 2031 suggest that supply constraints are far from resolved, despite market volatility and shifting narratives.