< Back to situations

Get alerts on this situation

We’ll email you as it develops, and you can follow the whole thread from day one.

Unsubscribe anytime.

[SITUATION] · [ACTIVE]

3 clusters · 11 sources · 4 days · First seen 7 days ago · Last updated 3 days ago

Categories: TECHNOLOGY · BUSINESS

Seagate AI-driven storage surge

Entities: Seagate Technology · Dave Mosley · Mozaic 5+ platform · Mozaic platform · Mozaic 5+

Overview

In late July 2026 Seagate reiterated its rapid scaling to meet AI‑driven data‑center storage demand. After reporting a record Q4 profit and announcing the Mozaic 5+ platform, the company said the next‑generation HAMR‑based drives will qualify 50 TB HDDs by late 2027, with commercial‑volume shipments expected in 2028. Near‑line production capacity is already booked through 2028, pushing broader market availability to 2029. Seagate noted that 50 % of exabytes shipped with HAMR technology in 2026 will come from Mozaic 5+, and it aims to demonstrate 10 TB per platter by 2028, laying groundwork for future 100 TB drives. Fiscal‑2026 revenue rose to $3.6 billion, up 48 % YoY.

The third‑quarter report showed revenue of $3.11 billion, a non‑GAAP gross margin of 47 % and free cash flow of $953 million, with a quarterly dividend of $0.74 per share. Seagate highlighted the earlier Mozaic 4 generation, which can deliver up to 44 TB per drive—a 30 % capacity boost over the first generation—using the same disk and head count and modest material‑cost changes. The roadmap projects Mozaic 5+ to exceed 5 TB per platter, enabling ten‑platter 50‑TB drives, and targets 100‑TB drives by 2032 and larger capacities thereafter. Competitors such as Western Digital, Micron and Toshiba are pursuing similar high‑density HDD technologies.

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[● 5 SOURCES] Demand for cold‑storage hard drives is so strong that most production capacity is allocated through 2028. (Seagate)
[● 5 SOURCES] Most near‑line capacity for 2028 has already been allocated to AI and hyperscale customers, pushing broader availability to 2029. (Seagate)
[● 5 SOURCES] The Mozaic 5+ platform uses ten platters and HAMR technology to achieve over 50 TB per drive. (Seagate)
[● 4 SOURCES] Seagate will qualify shipments of 50 TB HDDs on the Mozaic 5+ platform in late 2027. (Seagate)
[● 3 SOURCES] Seagate will deliver 50 TB hard drives based on HAMR technology in 2027. (Seagate product roadmap)
[● 3 SOURCES] By the end of 2026, 50 % of exabytes shipped with HAMR technology will be from the Mozaic 5+ platform. (Seagate)
[● 3 SOURCES] First validation samples of Mozaic 5+ drives will be sent to customers in 2027. (Seagate product rollout plan)
[● 3 SOURCES] Commercial volume shipments of the 50 TB HDDs are expected in 2028. (Seagate)
[● 2 SOURCES] Seagate's current Mozaic 4+ platform supports drives up to 44 TB. (Seagate product line)
[○ 1 SOURCE] Seagate reported Q4 fiscal 2026 revenue of $3.6 billion, up 17 % quarter‑over‑quarter and 48 % year‑over‑year. (Seagate)
[○ 1 SOURCE] Seagate aims to demonstrate 10 TB per platter by 2028. (Seagate)

Timeline

3 days ago

[TECHNOLOGY] 2 sources
Seagate launches Mozaic platform, targets 50‑TB HAMR drives by 2027
Seagate posted $3.11 bn Q3 revenue and highlighted its Mozaic platform, which can deliver 44 TB disks and is slated to reach 50 TB HDDs by late 2027, underscoring a cost advantage over SSDs.
5 days ago

[TECHNOLOGY] 6 sources
Seagate targets 50TB HDDs for 2027 as AI demand outpaces supply
Seagate will qualify 50 TB HAMR HDDs on its Mozaic 5+ platform in late 2027, with commercial shipments in 2028, but AI‑driven demand has already booked most 2028 capacity, delaying wider availability to 2029.
7 days ago

[BUSINESS] 3 sources
Seagate Technology posts record profit and AI‑driven storage demand in Q4 2026
Seagate Technology posted Q4 FY2026 revenue of $3.63 billion, up 48.5% YoY, and non‑GAAP EPS of $5.71, a 120% increase, while citing AI‑driven storage demand and forecasting FY2027 revenue of $4.1 billion.

Sources

brasilemfolhas.com · cachem.fr · clubic.com · hardwarecooking.fr · mommygearest.com · pcauthority.com.au · pcgameshardware.de · profesionalreview.com · stocknews.com · tomshardware.fr · tradingview.com

This summary has been updated 2 times: see revision history