EOD Phase 0a refresh: broad storage participation, no new nearline supply-discipline evidence
Event
EOD Phase 0a refresh: broad storage participation, no new nearline supply-discipline evidence
Summary
- Type: monitoring-check (subtype: qualitative continuity and missing-data carry) - event_id: 2026-08-13-nearline-storage-eod-phase-0a-refresh - Source: . - Shift: The latest desk brief records renewed participation across memory/storage, including STX, but contains no new filing or call content on drive allocation, capacity discipline, gross margins, HAMR
Related
5 events DateTypeEvent
Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Sep 6 ArticleSeagate: cloud storage and the density roadmap Oct 2 tweetSemiAnalysis — ruthenium, a hard-drive input, went from about $560 an ounce in early 2025 to near $1,950 in September Aug 13 ScanMonster Scan No direct external sources are attached to this read.