Tag #Hdd

Showing 1 to 7 of 7 results

forbes.com

🌐 75% Global Worthiness

Aug 4, 22:13

Q2 2025 HDD Industry Growth Driven by Nearline Demand

Total HDD shipments increased by 6% and revenue by 17.4% in Q2 2025 to $6.2B compared to Q1 2025, driven by a 13% increase in nearline HDD shipments; Western Digital and Seagate reported strong revenue growth in cloud storage, while the trade war had a limited near-term impact.

Q2 2025 HDD Industry Growth Driven by Nearline Demand

Total HDD shipments increased by 6% and revenue by 17.4% in Q2 2025 to $6.2B compared to Q1 2025, driven by a 13% increase in nearline HDD shipments; Western Digital and Seagate reported strong revenue growth in cloud storage, while the trade war had a limited near-term impact.

Progress

32% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

How did the market share of major HDD manufacturers change in Q2 2025, and what are the implications of these shifts?

This growth is driven by the increasing demand for high-capacity nearline drives in enterprise and hyperscale applications. Western Digital and Seagate, the two largest players, saw significant revenue increases, with cloud storage accounting for a large portion of their sales. This surge in demand is also reflected in the 12.6% increase in total exabytes shipped.

forbes.com

🌐 85% Global Worthiness

May 23, 16:09

Seagate Projects Mid-Teens Revenue Growth with HAMR HDD Transition

Seagate CEO David Mosley announced at the company's Analyst Day on May 23 that Seagate shipped 550EB of HDD storage in the 12 months ending March 28, 2025, and expects to transition to HAMR drives, projecting mid-teens revenue growth and over $4B in free cash flow by leveraging technological advance...

Seagate Projects Mid-Teens Revenue Growth with HAMR HDD Transition

Seagate CEO David Mosley announced at the company's Analyst Day on May 23 that Seagate shipped 550EB of HDD storage in the 12 months ending March 28, 2025, and expects to transition to HAMR drives, projecting mid-teens revenue growth and over $4B in free cash flow by leveraging technological advance...

Progress

48% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

How will Seagate's transition to HAMR technology affect its production costs, product offerings, and customer relationships?

Seagate's transition to HAMR HDDs will reduce unit costs by 10-15%, enabling them to consolidate HDD platforms and increase revenue. This aligns with projections of 20% CAGR exabyte storage growth and data center storage revenue increasing from $13B in 2024 to $23B in 2028. Over 1M Mozaic HDDs have shipped, and the company anticipates all CSPs will qualify HAMR HDDs within 12 months.

forbes.com

🌐 85% Global Worthiness

Feb 14, 22:08

WDC Projects \$22.6B Revenue by 2028 Driven by AI and HAMR HDD Technology

Western Digital (WDC), at its February 12 investor day, announced plans to separate from SanDisk by February 21, 2025, focusing on HDDs with a projected \$22.6B revenue by 2028 driven by AI-related storage demand and HAMR technology, offering a 6X lower cost per TB than flash memory from 2024-2030.

WDC Projects \$22.6B Revenue by 2028 Driven by AI and HAMR HDD Technology

Western Digital (WDC), at its February 12 investor day, announced plans to separate from SanDisk by February 21, 2025, focusing on HDDs with a projected \$22.6B revenue by 2028 driven by AI-related storage demand and HAMR technology, offering a 6X lower cost per TB than flash memory from 2024-2030.

Progress

4% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

What is the primary driver of Western Digital's projected revenue growth to \$22.6B by 2028, and what specific technological advancements are enabling this growth?

Western Digital (WDC), following its February 12 investor day, plans to separate from SanDisk by February 21, 2025, focusing on hard disk drives (HDDs). WDC projects a significant increase in nearline HDD demand, driven by AI applications, with a 131% increase in shipments from 2024-2028 and overall revenue growth to \$22.6B by 2028. This growth will be fueled by advancements in HDD technology.

forbes.com

🌐 75% Global Worthiness

Dec 6, 10:07

HDD Market Rebounds in 2024 Driven by AI and Big Data Demand

The HDD market experienced a 2% growth in unit shipments in 2024, reaching 124 million units, driven by a 42% increase in high-capacity nearline HDDs used for AI and data-intensive applications; this marks the first year-over-year growth since 2010.

HDD Market Rebounds in 2024 Driven by AI and Big Data Demand

The HDD market experienced a 2% growth in unit shipments in 2024, reaching 124 million units, driven by a 42% increase in high-capacity nearline HDDs used for AI and data-intensive applications; this marks the first year-over-year growth since 2010.

Progress

40% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

What is the overall state of the HDD market in 2024, and what factors contributed to this condition?

The HDD market rebounded in 2024, with overall unit shipments up 2% to 124 million units—the first year-over-year growth since 2010. This growth was driven by a 42% surge in high-capacity nearline HDDs, fueled by increasing demand for cost-effective data storage in AI and data-intensive applications. Gross HDD revenue is estimated to have increased by 45% to \$19.5B.

forbes.com

🌐 85% Global Worthiness

Jul 15, 07:12

Seagate and Panmnesia Advance AI Infrastructure with New HDDs and Composable Solutions

Seagate launched 30TB Exos M and IronWolf Pro HDDs for data centers and NAS, respectively, priced at $599.99, alongside Panmnesia's new composable AI infrastructure to optimize AI workflows, driven by increasing data storage demands from AI and data sovereignty regulations.

Seagate and Panmnesia Advance AI Infrastructure with New HDDs and Composable Solutions

Seagate launched 30TB Exos M and IronWolf Pro HDDs for data centers and NAS, respectively, priced at $599.99, alongside Panmnesia's new composable AI infrastructure to optimize AI workflows, driven by increasing data storage demands from AI and data sovereignty regulations.

Progress

32% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

How do Seagate's new HDDs and Panmnesia's interconnect technologies contribute to improved performance and efficiency in AI workloads?

The growing demand for data storage, driven by AI and data sovereignty regulations, is fueling HDD and SSD sales. Seagate's new drives address this demand by offering high-capacity, cost-effective storage solutions for various AI applications. Panmnesia's composable AI infrastructure further optimizes AI workflows by minimizing communication overhead.

forbes.com

🌐 85% Global Worthiness

May 6, 22:10

Seagate's NVMe HDD Prototype: Lower-Cost, High-Performance Storage for AI

Seagate's 2025 Nvidia GTC demonstration showcased a prototype NVMe HDD system combining 4TB NVMe SSDs and 32TB HDDs, delivering 256TB of storage at 3GB/s data rates, outperforming all-SSD systems at 1/6th the cost, highlighting potential for lower-cost AI systems.

Seagate's NVMe HDD Prototype: Lower-Cost, High-Performance Storage for AI

Seagate's 2025 Nvidia GTC demonstration showcased a prototype NVMe HDD system combining 4TB NVMe SSDs and 32TB HDDs, delivering 256TB of storage at 3GB/s data rates, outperforming all-SSD systems at 1/6th the cost, highlighting potential for lower-cost AI systems.

Progress

48% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

What are the potential future impacts of widespread NVMe HDD adoption on data center design, storage system costs, and the overall landscape of enterprise storage by 2028?

The transition to NVMe HDDs is projected to significantly impact data center architectures by 2028. Higher-capacity HDDs (exceeding 50TB) are expected to incorporate dual actuators, further boosting performance and necessitating a high-bandwidth interface like NVMe. The declining support for SAS and SATA will accelerate the adoption of NVMe as the standard interface, creating cost advantages and simplifying system design.

forbes.com

🌐 75% Global Worthiness

Dec 14, 16:13

Mixed Recovery in Memory and Storage Market: AI Drives SSD Growth, DRAM Prices Fall

The memory and storage market is experiencing a mixed recovery in 2024, with slower-than-expected growth despite rising data center capex; DRAM prices are declining, while SSD demand is rising due to AI; emerging non-volatile memories are growing, especially for embedded applications.

Mixed Recovery in Memory and Storage Market: AI Drives SSD Growth, DRAM Prices Fall

The memory and storage market is experiencing a mixed recovery in 2024, with slower-than-expected growth despite rising data center capex; DRAM prices are declining, while SSD demand is rising due to AI; emerging non-volatile memories are growing, especially for embedded applications.

Progress

32% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

How are the price dynamics and market demand for DRAM and NAND flash impacting various segments (consumer, enterprise, data center)?

Despite increased data center capital expenditures (capex) by hyperscalers—a 63% annual growth rate reaching 18% of their aggregate revenue—the sustainability of this spending is uncertain. The NAND flash market also faces price pressure, particularly in consumer applications. However, enterprise SSD demand is rising, driven by AI and the need for high-capacity storage.

Showing 1 to 7 of 7 results