DigiTimes· DIGITIMES·· 6 小时前
希捷称存储多年上行周期,近线硬盘产能锁定至2028年
Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028
事实摘要
希捷科技向投资者表示,大容量存储仍处于多年增长阶段的早期,需求可见度延伸至 2030 年之后。公司称大部分近线硬盘产出已被长期协议锁定,覆盖未来两年。
原文与核验
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正文 · 原文摘要
Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of its nearline hard drive output already committed for the next two years. On its October 27 earnings call, chief executive Dave Mosley said the company expects strong sequential revenue growth and gross margin expansion throughout fiscal 2027.
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来源:DigiTimes · digitimes.com
所属事件:希捷称近线硬盘产能锁定至2028年