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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产品与营收

产品营收占比

营收构成 ($7.4B)

静态数据（加载实时财务…）

Mass Capacity (62%)

Legacy (20%)

Consumer & Edge (18%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Western Digital Corporation

Hard disk drives and storage

影响: Primary competitor

主要客户

Amazon.com (AWS)

Mass capacity drives for AWS

影响: High — major cloud customer

Microsoft Corporation

Azure data center storage drives

影响: High — major cloud customer

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Fremont, California, USA

成立时间

1978

员工人数

30,000+

官网

seagate.com

行业概况 — 반도체

行业新闻