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Seagate

NuAxi groups public briefings that mention Seagate: product launches, capacity and pricing signals, and supply-chain changes. The page updates continuously.

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Thu, Oct 29

  1. Impact score 30

    Seagate's High-Capacity HDDs Gain Broadcom Compatibility Approval

    Seagate said on Oct. 28 that its Mozaic drives have become the only shingled magnetic recording (SMR) products included on Broadcom's host bus adapter (HBA) approved vendor list, securing compatibility between its high-capacity hard disk drives and Broadcom components that connect servers and storage devices. Mozaic is Seagate's HDD platform incorporating heat-assisted magnetic recording (HAMR) and SMR technologies: HAMR increases recording density and drive capacity, while SMR records data tracks in overlapping patterns resembling roof shingles. An HBA is a component used in data centers to connect multiple HDDs and identify and manage individual drives. Seagate also announced its fiscal first-quarter 2027 results on Oct. 28: revenue for the quarter ended Oct. 2 rose 61% to $4.233 billion from $2.629 billion a year earlier, and GAAP net income reached $1.761 billion, 3.2 times the $549 million recorded a year earlier. Chairman Dave Mosley said growth in data creation, retention and reuse is expanding storage demand and that long-term visibility into customer demand supports the company's growth outlook.

    high-capacity HDDhost bus adapter (HBA)Seagate, BroadcomThe Elec

Wed, Oct 28

  1. Impact score 60

    Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

    On its October 27 earnings call, Seagate Technology told investors it is 'still in the early days of a multi-year growth phase' for mass-capacity storage, with demand visibility 'extending beyond 2030' and most of its nearline hard drive output already committed for the next two years (the title frames this as long-term deals locking up supply through 2028). Chief executive Dave Mosley said the company expects strong sequential revenue growth and gross margin expansion throughout fiscal 2027. The source does not state the cause of this growth phase, and the revenue and margin outlook is management expectation, not an achieved result.

    mass-capacity storagenearline hard drivesSeagate TechnologyDigiTimes Asia
  2. Impact score 55

    Seagate's pricing gains strengthen profitability as HAMR transition advances

    Seagate Technology's latest results show that stronger storage pricing and higher-capacity drives are lifting its profitability, while cloud customers plan further infrastructure investment. No specific price figures are given in the source. The article adds that the next test is whether Seagate's technology transition (the HAMR transition) can deliver more storage capacity while preserving the commercial discipline behind the improvement.

    storage drivesSeagate TechnologyDigiTimes AsiaPrice Movement

Fri, Oct 23

  1. Impact score 55

    Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output

    On its October 22 earnings call, Western Digital explained how it intends to meet a sharp rise in hard-drive demand: it will not build more drives, but will keep raising price per terabyte, pack more data into each drive, and spend its capital on recording heads and disk media rather than assembly capacity. That leaves its growth dependent on how quickly it moves to heat-assisted magnetic recording (HAMR), a technology in which Seagate is already shipping at scale. Per the title, Toshiba plans to double output. The stated cause is a sharp rise in hard-drive demand.

    hard drivesWestern Digital, Toshiba and 3 totalDigiTimes AsiaCapacity Change

Wed, Oct 7

  1. Impact score 45

    Seagate and Toshiba battle for TDK's HDD head business, a critical hard drive component

    Seagate and Toshiba are reportedly competing to acquire TDK's HDD magnetic head business, a multi-billion dollar deal that would consolidate the industry's only independent supplier. This acquisition threatens to disrupt Toshiba's sole supply source and alter the competitive balance of the HDD market. Traders should watch for the outcome as it impacts pricing power and supply security.

    HDD Magnetic HeadsSeagate Technology, Toshiba and 3 totalTom's HardwarePartnership/M&A

Fri, Oct 2

  1. Impact score 65

    [News] Toshiba to Double AI Data Center HDD Capacity by FY2027 With $380M Expansion as AI Storage Demand Surges

    Toshiba plans a 60 billion JPY investment to double AI data center HDD capacity by FY2027. Driven by AI infrastructure demand and SSD shortages, the HDD market remains tight. Bearish: Capacity expansion signals future supply relief, pressuring current tight prices.

    Hard Disk Drives (HDD)Nearline HDDsToshiba, Western Digital and 3 totalTrendForceCapacity Change

Thu, Jul 30

Tue, Jul 28

  1. Impact score 15

    Rethinking finance amid semiconductor supply chain uncertainties

    Companies are reassessing supply chain strategies due to geopolitical instability, prioritizing resilience over cost efficiency. Industry leaders like Innolux and Seagate emphasize the need for flexibility and collaboration with suppliers. Singapore is emerging as a key hub for these strategic shifts.

    Innolux Corporation, Seagate TechnologyEvertiqMarket Analysis

Tue, May 5

  1. Impact score 92

    [News] SanDisk Long-Term Deals Gain Scale: Over One-Third of FY27 Bits Reportedly Locked, 50% in Sight; HBF Advances

    SanDisk has secured five long-term agreements, reportedly locking in over one-third (potentially exceeding 50%) of its FY27 bit shipments with variable pricing mechanisms and substantial collateral. This shift towards structural demand management supports pricing stability and drives capital expenditure for next-generation NAND and HAMR technologies.

    NAND FlashHAMRSanDisk, Western Digital and 3 totalTrendForcePartnership/M&A

Tue, Feb 24

  1. Impact score 98

    Euro hosting giant hiking prices by up to 50% from April Fool's Day

    Hetzner announced price hikes of up to 50% for its datacenters in Germany, Finland, the US, and Singapore starting April 1st, citing rising hardware costs and memory shortages. This reflects broader industry trends where DRAM and NAND prices are expected to double this quarter. The move is a bullish signal for memory and AI silicon suppliers while pressuring smaller cloud operators.

    DRAMNAND FlashServer CPUsHetzner, Nvidia and 9 totalThe RegisterPrice Movement

Fri, Feb 20

  1. Impact score 88

    Hard drives already sold out for this year – AI to blame

    Western Digital and Seagate report their entire HDD production capacity is sold out through 2026, with firm orders extending into 2027 and 2028, driven by hyperscaler demand for AI infrastructure. Analysts warn no meaningful open production remains for discretionary buyers, impacting the mid-market enterprise server and storage segment. Bullish: This severe supply allocation signals tight availability and strong pricing power for HDD suppliers, while creating procurement challenges for non-hyperscaler buyers.

    HDDNearline HDDWestern Digital, Seagate and 3 totalThe RegisterShortage Alert

Wed, Feb 18

  1. Impact score 88

    Lightning Strikes Twice: First ENIAC and Soon the Personal Computer

    AI-driven demand is consuming the global supply of DRAM and hard drives, creating severe shortages for automotive, cellular, and PC industries. This represents a major demand shock, shifting allocation away from traditional sectors. Bullish: Prices for memory and storage components are expected to rise sharply as supply is reallocated to AI buyers.

    DRAMHard DrivesNAND FlashSamsung Electronics, SK Hynix and 5 totalElectronic DesignShortage Alert