Seagate Technology Holdings plc

STXsupplier

Seagate is one of the world's largest manufacturers of hard disk drives, supplying mass-capacity storage solutions to hyperscale cloud providers and enterprise data centers.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($7.4B)

Datos estáticos (cargando finanzas en tiempo real…)

Mass Capacity (62%)

Legacy (20%)

Consumer & Edge (18%)

Composición de segmentos y clientes principales

Detalles del producto

Mass Capacity Storage60%

High-capacity nearline HDDs for hyperscale, cloud, and enterprise data centers

Legacy/VIA20%

Mission-critical enterprise drives and video/image storage

Consumer & Edge20%

External drives, NAS drives, and gaming storage solutions

Relaciones en la Cadena de Suministro

Competidores

Western Digital Corporation

Hard disk drives and storage

Impacto: Primary competitor

Clientes Clave

Amazon.com (AWS)

Mass capacity drives for AWS

Impacto: High — major cloud customer

Microsoft Corporation

Azure data center storage drives

Impacto: High — major cloud customer

Contexto macro y de mercado

반도체Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Información de la Empresa

Sede Central

Fremont, California, USA

Fundación

1978

Empleados

30,000+

Sitio Web

seagate.com

Estado del sector — 반도체

Noticias del sector