says enterprise SSD orders show no sign of slowing and meaningful NAND capacity expansion is unlikely until late 2027 or 2028. That supply squeeze is showing u

says enterprise SSD orders show no sign of slowing and meaningful NAND capacity expansion is unlikely until late 2027 or 2028. That supply squeeze is showing up in the numbers: fiscal 2026 revenue hit $20.25 billion , and non-GAAP gross margins reached 84.6% in the fiscal fourth quarter. The Val…