Tag #Seagate

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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.

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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...

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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

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.

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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.

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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.

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