Seagate's High-Capacity HDDs Gain Broadcom Compatibility Approval
What happened
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.
Impact and signal
Affected components and suppliers
Source and time
Source: The Elec · 10/28/2026 · View original source
Real-time pricing, supply signals and AI analysis for semiconductor traders