METHODOLOGY
Define the units before drawing conclusions
How data enters the system, how it is normalized and calculated, and when the model must admit failure.
Capacity is normalized to EB
1 EB = 1,000 PB = 1,000,000 TB. Rack capacity is shown in TB; annual market supply and demand are shown in EB. Unmet demand is not carried into the next year.
Data quality and versions
Stable IDs, raw-response hashes, pre/post conversion values, revision links and range checks provide traceability. New model versions never overwrite old judgements.
International SEO and publication boundaries
Every language has a distinct URL, self-referencing canonical and reciprocal hreflang set. Restricted raw data never enters the public API.
TB × rack count ÷ 1,000,000 = EB
Current-year gap = current-year demand − current-year supply; unmet demand is not carried forward.
Labels estimate potential effects on memory pricing, supply-demand and earnings rather than article tone. Price direction carries ±35, tightness or oversupply ±30, demand ±25, earnings and product ramps ±20, policy restrictions -15 and future capacity expansion -10. Scores of 20 or more are bullish, -20 or less bearish, and the rest neutral; confidence reflects evidence strength and count.