Mask talks about storage: 20% of demand for supply increases per year, 200%

On 5 August, Mask at the PressX second quarter of 2026, a rare spot evaluation storage market. He stated that storage supplies had grown by about 20 per cent per year, but that demand had increased at a rate of 200 per cent or higher, that supply and demand had been severely unbalanced, and that price increases were the basic rule of economics. Then, on 5 August, Justin Park, a trader from the Seoul branch of Goldman Sachs, issued a briefing in which he quoted Mask and linked it directly to the Samsung electronic current valuation. At the same time, the HSBC report, published on 3 August, reveals from another angle that the market pricing of Korean storage units has reached an unexpectedly pessimistic level。