NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — 'severe undersupply' threatens everyday electronics: "The AI revolution’s aftershocks can be felt far from the bleeding edge of tech."
Western Digital Sees AI-Driven HDD Demand Outpacing Supply Through 2027 -- Western Digital CFO Kris Sennesael "added that customers have sought supply commitments extending into 2030 and 2031, though Western Digital has not signed such agreements."
Wildfire Losses Have Lasting Economic Consequences for Homeowners: "UC San Diego paper reveals that the average wildfire victim forgoes the equivalent of 26% of their pre-fire annual income in the three years following the fire"