J P M O R G A N Asia Pacific Equity Research 01 May 2026 Electronic Components Sector Component Data Deposition: Storage production trends in March 2026; enterprise SSD capacity growth accelerated further In this note, we analyze March 2026 HDD and SSD shipment data from TechnoSystems Research (TSR). HDD production volume rose slightly MoM, and remained on a gradual uptrend. Data center-related nearline HDD capacity output fell slightly MoM, but continued to increase strongly YoY, up 35%. Enterprise SSD cap ...