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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產品與營收

產品營收佔比

營收結構 ($7.4B)

靜態數據（加載即時財務…）

Mass Capacity (62%)

Legacy (20%)

Consumer & Edge (18%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Western Digital Corporation

Hard disk drives and storage

影響: Primary competitor

主要客戶

Amazon.com (AWS)

Mass capacity drives for AWS

影響: High — major cloud customer

Microsoft Corporation

Azure data center storage drives

影響: High — major cloud customer

宏觀與市場背景

반도체行業新聞

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

近期催化劑

◆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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企業資訊

總部

Fremont, California, USA

成立時間

1978

員工人數

30,000+

官網

seagate.com

行業概況 — 반도체

行業新聞