Komori
BroadBand Tower (3776) · RiskFirst stated

Memory and SSD Prices Rise and Lead Times Lengthen as AI Platform Demand Surges

First written in FY2026-H1. . Latest entry: FY2026-H1.

1entries
1years
0from disclosures
Share on X
How it moved
Same theme, other companies
Tight Supply and Price Recovery in Semiconductor MemoryA theme 13 companies write about · 10 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.

1 other company's latest entry also says "First stated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1First statedAnnual report

    「Amid the recent explosive surge in demand for AI platforms, soaring prices and longer lead times for ordinary memory, SSDs, and other products are becoming commonplace, making it necessary to closely monitor supply chain developments.」

    For the first time, the company separately identified soaring memory and SSD prices and longer lead times resulting from the surge in demand for AI platforms as supply chain risks. In its Data Solutions segment, it also disclosed an actual decline in sales due to longer lead times.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
BroadBand Tower's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.