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.

⇄ Compare

Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($7.4B)

Data statis (memuat keuangan langsung…)

Mass Capacity (62%)

Legacy (20%)

Consumer & Edge (18%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pesaing

Western Digital Corporation

Hard disk drives and storage

Dampak: Primary competitor

Pelanggan Utama

Amazon.com (AWS)

Mass capacity drives for AWS

Dampak: High — major cloud customer

Microsoft Corporation

Azure data center storage drives

Dampak: High — major cloud customer

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

Berita terkini

Memuat berita...

Analisis AI

Klik "Dapatkan Analisis AI" untuk analisis rantai pasok Seagate Technology Holdings plc.

Info Perusahaan

Kantor Pusat

Fremont, California, USA

Didirikan

1978

Karyawan

30,000+

Situs Web

seagate.com

Gambaran umum sektor — 반도체

Berita sektor