Latest news with #storagesolutions
Yahoo
2 days ago
- Business
- Yahoo
Is Wall Street Bullish or Bearish on NetApp Stock?
San Jose, California-based NetApp, Inc. (NTAP) provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures. Valued at $21.2 billion by market cap, the company's storage solutions include specialized hardware, software, and services that provide storage management for open network environments. Shares of NetApp have underperformed the broader market over the past year. NTAP has declined 12.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.6%. In 2025, NTAP stock is down 7.2%, compared to the SPX's 9.6% rise on a YTD basis. More News from Barchart Warren Buffett Warns Investing At 'Too-High Purchase Price' Even for 'an Excellent Company' Can Undo a Decade of Smart Investing BitMine Immersion Now Holds 1.15 Million Ethereum Tokens. Should You Buy BMNR Stock Here? Why Archer Aviation's (ACHR) Post-Earnings Tailspin Looks Like a Favorably Mispriced Opportunity Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Narrowing the focus, NTAP's underperformance is also apparent compared to the Technology Select Sector SPDR Fund (XLK). The exchange-traded fund has gained about 29.4% over the past year. Moreover, the ETF's 15.4% returns on a YTD basis outshine the stock's single-digit losses over the same time frame. On May 29, NTAP shares closed down marginally after reporting its Q4 results. Its adjusted EPS of $1.93 surpassed Wall Street expectations of $1.90. The company's revenue was $1.7 billion, matching Wall Street forecasts. NTAP expects full-year adjusted EPS in the range of $7.60 to $7.90, and expects revenue to be between $6.6 billion and $6.9 billion. For fiscal 2026, ending in April 2026, analysts expect NTAP's EPS to grow 7.4% to $6.22 on a diluted basis. The company's earnings surprise history is mixed. It beat the consensus estimate in three of the last four quarters while missing the forecast on another occasion. Among the 19 analysts covering NTAP stock, the consensus is a 'Moderate Buy.' That's based on six 'Strong Buy' ratings, and 13 'Holds.' The configuration has been consistent over the past three months. On Aug. 11, Citigroup Inc. (C) kept a 'Neutral' rating on NTAP and raised the price target to $115, implying a potential upside of 6.7% from current levels. The mean price target of $116.07 represents a 7.7% premium to NTAP's current price levels. The Street-high price target of $130 suggests an upside potential of 20.6%. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-08-2025
- Business
- Yahoo
Phison and Supermicro Collaboration Delivers Unmatched Storage Density for AI and Hyperscale Workloads
SAN JOSE, August 05, 2025--(BUSINESS WIRE)--Phison Electronics (8299TT), a global leader in NAND flash controllers and storage solutions, is collaborating to showcase one of the most advanced server solutions in the market with Supermicro, a total IT solution provider for AI/ML, HPC, cloud, storage and 5G/edge, to address growing demand to support high-density workloads. Through this collaboration, customers using Supermicro's Petascale Storage Family will be able to leverage Phison's high-capacity 122.88 TB Pascari D205V SSD, featuring a unique E3.L form factor and Gen5 NVMe performance. The result is a purpose-built solution to redefine the possibilities of storage density, thermal efficiency, and scalability in enterprise infrastructure. As enterprises tackle infrastructure shifts to support data-intensive workloads such as AI and machine learning training, real-time analytics and cloud-scale storage, striking a balance between high-performance and scalable capacity is more critical than ever. Through this collaboration, Phison will deliver storage solutions to support Supermicro's Petascale Storage with unmatched capacity per slot, enabling users to reduce total rack space, lower operational costs and simplify infrastructure planning at scale, whether at the edge or in the data center. The E3.L form factor is part of the broader EDSFF family offered in the Pascari D-Series and is specifically engineered for high-density, high-performance environments and designed to be hot-pluggable and front-accessible. Compared to legacy U.2 and U.3 designs, E3.L offers a longer form factor which unlocks double the capacity compared to E3.S as well as improved airflow and thermal management, making it ideal for AI training clusters, hyperscale environments, and dense edge deployments where cooling and space are critical constraints. "This innovative collaboration with Supermicro sets a precedent to keep pace with the increasing storage demands of tomorrow," said Michael Wu, GM and President at Phison US. "Customers can expect their storage solutions to have built-in scalability and cost optimizing features from the drive to the rack architecture." The Pascari D205V and Supermicro solutions will be in Supermicro's display at FMS booth #846. To learn more visit the Pascari web page and Phison blog. About Phison Electronics Corporation Phison Electronics is a global leader in NAND flash controllers and storage solutions, powering more than one in every five SSDs shipped worldwide. Phison has grown into a multi-billion-dollar company with over 4,500 employees—70% of which are dedicated to R&D – and more than 2,000 patents. The company's innovations include aiDAPTIV+, an award-winning AI solution for affordable LLM training and inferencing on-premises, and Pascari, a portfolio of ultra-high-performance enterprise SSDs purpose-built for data-intensive workloads across AI, cloud, and hyperscale data centers. View source version on Contacts PHISON SpokespersonAntonio YuTEL:+886-37-586-896 #10019Mobile: +886-979-105-026Email: antonioyu@ PHISON Deputy SpokespersonKuo-Ting LuTEL: +886-37-586-896 #26022Mobile: +886-979-075-330Email: kuoting_lu@ PHISON and PASCARI enterprise product inquiries:sales@ Sales@ PHISON and PASCARI enterprise media inquiries:Lynn KellyLynn_kelly@ press_americas@
Forbes
21-07-2025
- Business
- Forbes
How To Manage The Data Storage Supply Chain Crunch
Michael Wu is GM and President of Phison Technology Inc. (USA), a leading provider of NAND controllers and NAND storage solutions. From SSDs to semiconductors, supply chain headaches are everywhere—and they're not going away anytime soon. Breakdowns in logistics networks, shifting economic regulations and geopolitical pressure continue to increase the tension, and somehow, somewhere, something's got to give. One sector that's really feeling the pressure is data storage. AI adoption is growing fast, driving demand for high-performance SSDs and massive storage capacity, but sourcing those components has never been more difficult. The stakes are higher, too. In today's AI-driven world, where workloads are bigger, faster and always-on, SSD supply disruptions can halt innovation, compromise performance and eat up your competitive edge. Organizations that find smart ways to manage storage supply chain volatility can set themselves up to become tomorrow's market leaders. Here are some strategies that can help. 1. Rethink inventory management with smarter forecasting. Storage infrastructure planning has traditionally been reactive—order what you need, when you need it. However, in today's market, where lead times can shift dramatically and prices widely fluctuate, that approach is too risky. While AI is one of the main factors driving the need for increased storage, it can also be a critical factor in helping you through intense supply chain volatility. One way is through smarter data storage demand forecasting. These systems don't simply extrapolate needs based on historical usage—they can factor in a lot of real-time data like market pricing trends, customer growth trajectories, product launch timelines and even macroeconomic indicators. The result is smarter, faster, more accurate decisions about what storage you'll need and when. For example, if industry-wide NAND flash pricing is expected to jump due to production bottlenecks overseas, the system can recommend buying now before costs rise. If it sees a surge in customer onboarding because of a new service you're offering, it can estimate the timing and size of the coming spike in storage usage and alter SSD buying cycles to avoid delays. This level of visibility can help you move from "just in time" to a "just in case" approach where it matters most. Determining your inventory needs based on how critical each workload is—whether it's real-time AI inference, compliance archiving or customer-facing services—helps ensure you're not overstocking or being caught short. 2. Diversify your supplier network. If the last few years have taught us anything, it's the danger of relying on a single source. Whether due to natural disasters, geopolitical events or economic turbulence, supply disruptions often hit hardest when organizations depend on a limited set of vendors or regions. Broaden your supplier base—not just across different companies but across regions and component ecosystems. Introduce redundancy and flexibility within your procurement operations by engaging with a mix of Tier 1 and vetted Tier 2/3 suppliers. Having options gives you greater leverage during negotiations and also boosts your organization's agility when pricing or availability fluctuates. Just as importantly, it's smart to work with transparent partners. You want vendors that can give you honest, real-time insight into lead times, manufacturing limitations and alternative sourcing options, not ones that keep you guessing. 3. Build your own storage solution—in partnership with a trusted vendor. As AI transforms industries, many companies are looking for ways to take greater control of their tech stack. In the GPU world, for example, some have begun designing their own chips to improve gross margins and ensure supply. In storage, however, the economics are different—and the giants already dominate. Storage is a mature, highly competitive space. Designing and manufacturing your own SSDs from scratch is prohibitively expensive for most organizations. Partnering with a trusted and experienced storage vendor could allow you to build a custom storage solution tailored to your specific workloads, performance requirements and infrastructure goals. We offer this hybrid approach through our IMAGIN+ program that allows organizations to "build their own SSD." Organizations save on costs by buying the raw components but still benefit from a partner that provides the expert engineers, the lab and resources and the technological IP to develop the high-performance data storage that their most advanced workloads demand. The key is to look for a vendor with deep product and supply chain expertise as well as industry leverage. The right partner should be able to customize SSD firmware and features to meet your performance specs, guarantee component supply (including NAND) even during market shortages, offer multiple sources and diversified suppliers for critical parts and provide strategic agility—the ability to pivot in response to demand surges, AI evolution or regulatory requirements. Working with the right storage vendor can give you the customization and assurance you need without the burden of building and managing an entire manufacturing and sourcing operation on your own. Build resilience from the bottom up. Enterprises can no longer treat data storage as an afterthought. It's a foundational pillar of AI strategy, digital transformation and business continuity. As supply chains remain under pressure, organizations that take a proactive, strategic approach to managing SSD and component sourcing will be better positioned to adapt and thrive. Through smarter forecasting, wider sourcing and powerful partnerships, your organization can not only weather the supply chain storm but emerge stronger, leaner and more in control of your future. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
Forbes
25-06-2025
- Business
- Forbes
How Modern Archiving Helps Enterprises Contain The Data Explosion
Carl D'Halluin, Chief Technology Officer at Datadobi. As data creation and retention rates continue to increase, the time frame for active data use has shrunk, with most files accessed less frequently and for shorter periods before becoming dormant. This growing imbalance means managing ever-larger volumes of inactive data on high-cost primary storage, driving up infrastructure spend without delivering equivalent business value. It's a persistent challenge, with data expanding to fill available storage almost as quickly as capacity is added. It drives near-relentless system expansion in a largely futile effort to keep up. In response, archiving has become a more critical part of enterprise strategies, particularly in the struggle to retain vast volumes of unstructured data. Think of it as a technology coping strategy where leaders prioritize short-term relief without addressing the underlying problem. For many, archiving has also become synonymous with tiering solutions. This means keeping frequently accessed data on high-performance systems and relocating colder data to lower-cost tiers. While this can appear similar to archiving, in that data is moved off primary storage to another system, a key difference is that tiering leaves behind an artifact, such as a stub or link, which is later used to access the relocated content. Tiering has its challenges. For instance, tiering solutions insert themselves into the data path and control how archived files are accessed. As a result, cold data can only be recalled by going through the tiering system itself. If that system goes offline or is removed, access to the data is lost, regardless of whether the files still exist. This can lock organizations into fragile tiering ecosystems that don't scale well, resulting in a messy combination of hidden costs, operational drag and long-term technical debt. The Move To Modern Archiving Modern archiving technologies can offer a more strategic route. The emphasis on "modern" reveals a very important distinction, given the widespread confusion that exists between the act of archiving and the archive platform itself. In reality, archiving is the process of identifying and relocating specific data, whereas the storage platform is simply the destination. Yet many vendors blur the lines, positioning their storage systems as complete archiving solutions, whereas they're only where the data ends up. True archiving starts with identifying what should be moved. That could mean targeting files that haven't been accessed or modified for a certain period or isolating data that an inactive user ID owns, perhaps tied to a departed employee. Finding that data, buried among billions of files across multiple systems, is typically far from straightforward. Without the right tools, it's a time-consuming and impractical task. Modern archiving relocates inactive files to lower-cost storage platforms, reducing primary storage capacity requirements and delaying expensive system expansions. This approach reduces ongoing expenses and frees up high-performance infrastructure for critical workloads. Our customer research shows that in a typical real-world 10-petabyte enterprise storage environment, primary storage costs around $1,100 per terabyte annually, including hardware, software, power and staffing. Assuming 6.5 petabytes of that data was inactive and low-touch (a number that's not uncommon to see in large enterprises), an organization in this situation could be spending roughly $7.15 million per year to retain it. Archiving that same 6.5 petabytes to a combination of active and deep archive tiers, such as those available through AWS, lowers the ongoing cost to just under $15,000 per month, an overall reduction of 97%—a remarkable saving that should be within the grasp of IT teams everywhere. Barriers To Adoption Despite the clear advantages, the widespread adoption of modern archiving solutions has been slow. One key reason is the complexity of today's IT environments. Organizations deploy solutions from multiple vendors across hybrid cloud models, making interoperability a challenge. Historically, companies have lacked the technology to efficiently archive data at a massive scale across heterogeneous environments. As a result, many have relied on backup and recovery systems as a makeshift archive even though these solutions aren't designed for long-term data retention. Another significant barrier is vendor lock-in. Many traditional archiving solutions store data in proprietary formats either to optimize storage efficiency or for other purposes, creating long-term dependencies on specific vendors. This makes it difficult for organizations to retrieve archived data outside of the original system. A truly modern archiving solution must maintain data in its original format, ensuring accessibility regardless of changes to platform or vendor. Organizational buy-in also plays a crucial role in adoption. Until recently, many companies lacked formal retention policies, leaving IT teams without clear directives for an archiving strategy. Governance, risk and compliance teams are beginning to define organizationwide policies, but in their absence, data accumulates unchecked. This leads to increased costs and security risks associated with aging data. The tech industry must support these efforts by offering solutions that integrate seamlessly with existing infrastructures, ensuring compliance while simplifying data management. By addressing these concerns, modern archiving solutions can transition from niche tools to essential components of digital infrastructure. Orchestrate To Accumulate Operationally, archiving can also help avoid performance degradation as storage systems inevitably fill up, resulting in faster backups and reduced replication loads. From a sustainability perspective, moving cold data off energy-intensive storage platforms can significantly reduce carbon emissions, resulting in a smaller overall technology footprint. Success also depends on metadata insight. Files untouched for three-plus years often account for over 60% of stored data, representing a major opportunity at scale. Conceptually, this may seem trivial, but access to this kind of information is essential, particularly when an organization is using multiple storage systems and cloud services (probably from different vendors), storing billions or even tens of billions of files. Get this approach right, and the result is a far more manageable environment with the ability to continue to identify and relocate data as it ages and crosses archiving policy thresholds. When delivered as part of a broader data orchestration strategy, where data is automatically managed and coordinated across diverse storage systems, modern archiving enables ongoing accessibility throughout the data life cycle without the cost and complexity inherent in legacy approaches. Forbes Technology Council is an invitation-only community for world-class CIOs, CTOs and technology executives. Do I qualify?
