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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($7.4B)

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Mass Capacity (62%)

Legacy (20%)

Consumer & Edge (18%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Competitors

Western Digital Corporation

Hard disk drives and storage

Impact: Primary competitor

Key Customers

Amazon.com (AWS)

Mass capacity drives for AWS

Impact: High — major cloud customer

Microsoft Corporation

Azure data center storage drives

Impact: High — major cloud customer

Macro & Market Context

반도체Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Fremont, California, USA

Founded

1978

Employees

30,000+

Website

seagate.com

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