The surge in artificial intelligence (AI) infrastructure spending has not only lifted the pure-play AI companies, but also those playing a crucial role in supporting its ecosystem. One of these such stocks is Western Digital (WDC), a company that manufactures data storage devices built on hard disk drive (HDD) technology. So far this year, Western Digital’s shares have surged about 127%. The rally stems from solid demand for its data storage offerings. As AI adoption accelerates, the demand for massive st ...

Pure Storage (PSTG) is a leader in all-flash, cloud-capable storage solutions. Shares hit a new all-time high in morning trading on Sept. 16. The stock is up more than 75% in the past year. Analyst sentiment is mostly positive, with double-digit revenue and earnings growth expected. Today’s Featured Stock Valued at $28.4 billion, Pure Storage (PSTG) provides software-defined all-flash solutions that are uniquely fast and cloud-capable for customers. The company is the pioneer of a data storage b ...

Western Digital reportedly sent a letter to customers on Friday raising prices across its hard disk drives on the "unprecedented demand†it's seeing in the AI era. Sheldon Cooper / SOPA Images / LightRocket / Getty Images Morgan Stanley analysts earlier this month called Western Digital a "top pick," shifting from Seagate, citing meetings with management and its relative valuation—though they said further gains could continue for both stocks, with broader trends broadly favoring hard disk makers and demand o ...

Shares of Seagate Technology and other data storage companies surged Monday, boosted by optimism around AI-driven demand. Top Stories US Markets: S&P 500, Nasdaq Log Record Highs What to Expect from This Week's Fed Meeting Tesla Stock Turns Positive for 2025 as Elon Musk Buys About $1B of Shares Trump Wants to End Quarterly Reporting for Companies Close Key Takeaways Shares of two data storage providers were among the top performers in the benchmark index to kick off the trading week on signs of booming dem ...

股价表现 - Seagate Technology股价在2025年大幅上涨 成为标普500指数中年度表现最强的成分股 [1] 公司业务 - 公司是美国数据存储企业 以大规模硬盘驱动器产品闻名 [1]

When most investors think of 2025’s biggest winners, Palantir (PLTR) is the first name that comes to mind. The stock has dominated headlines, driven by surging demand for its Artificial Intelligence (Platform) and accelerating revenue growth. Palantir has climbed an impressive 122.7% so far this year, making it one of the top-performing stocks in the S&P 500 Index ($SPX). But while Palantir has captured all the attention, another tech name has quietly outperformed it. Seagate Technology (STX), best known ...

Western Digital (NASDAQ:WDC) shares jumped 5% during early market action Monday after the company revealed it was increasing prices across its hard disk drive product line. "With unprecedented demand for every capacity in our portfolio, we're investing to advance innovation and ...

公司人事任命 - 公司任命Jeff Sengpiehl为首席技术官 立即生效[1] - 设立首席技术官职位旨在加速创新并推进增长战略 包括拓展企业市场 扩大硬件软件捆绑产品组合 以及寻求战略收购[2] 新任高管背景 - 新任首席技术官拥有超过30年媒体娱乐技术行业经验 曾担任Key Code Media首席技术官兼首席技术专家 领导全国广播媒体及后期制作专家团队[3] - 曾任职于Light Iron Sim International和ABC Television 主导下一代工作流程架构设计 并指导大规模基础设施转型 包括从标清到高清制作的过渡[4] - 具备云基础设施 人工智能工作流程和虚拟化环境等新兴领域的创新经验[3] 战略发展方向 - 公司计划通过技术创新扩大企业级市场份额 发展更广泛的产品组合并建立战略合作伙伴关系[2][5] - 将重点开发安全 可扩展且成本效益高的数据解决方案 满足日益增长的市场需求[5] 公司业务概况 - 公司成立于1984年 是全球值得信赖的数字存储解决方案提供商 累计销售超过35,000台设备[6] - 主营可扩展的高效能磁带库产品 专注于长期保存不常访问的关键数据[6] - 作为最后一家独立的磁带库制造商 公司提供无专有软件锁定或插槽许可费的灵活解决方案 并较竞争对手具有更快的交付周期[6] - 拥有超过40年的创新历史和强大的客户基础 在数据密集型行业中获得可靠性认可[6]

行业趋势 - AI产生的庞大数据量正冲击全球数据中心存储设施 [1] - 传统海量数据存储基石Nearline HDD供应短缺 [1] - 高效能 高成本的SSD成为市场焦点 [1] 产品预测 - 大容量QLC SSD出货预计在2026年出现爆发性增长 [1]

这一增长主要得益于存储容量出货量与平均售价(ASP)的中等个位数增长驱动。从业务结构看，数据中 心业务贡献显著，占总出货量12%以上——其中云业务收入2.13亿美元，同比增长25%;客户端业务收入 11.03亿美元，消费者业务收入5.85亿美元，各板块协同增长构筑稳健营收基础。 作为NAND闪存技术领域的领先企业，SanDisk Corporation专注研发、制造及销售基于NAND闪存的数 据存储设备与解决方案，业务覆盖美国、欧洲、中东、非洲、亚洲及全球其他地区。 财务表现方面，SanDisk交出亮眼成绩单：2025财年第四季度实现营收19.01亿美元，环比增长12%，同 比增长8%;全年总营收达73.55亿美元，较2024财年增长10%。 智通财经APP获悉，SanDisk Corp(SNDK.US)作为当前备受瞩目的IPO科技股之一，近日迎来重磅利 好。9月8日，Benchmark宣布将SanDisk目标价从70美元上调至85美元，并维持"买入"评级。此次调升背 后，公司同步披露了关键业务动态——针对渠道及消费者客户的新报价和订单中，所有产品价格将上调 超过10%。 ...