AI拉动硬盘需求！希捷上财季营收增两成，部分存储产品产能已排至年末

Core Insights - Seagate Technology's nearline storage capacity is fully booked until the end of 2026, driven by strong demand for data storage products [2] - The company reported Q2 FY2026 revenue of $2.825 billion, a 22% year-over-year increase, and net income of $5.93 billion, up 76% [2] - Seagate's gross margin reached a record high of 42%, up from 36% in the same period last year [2] Financial Performance - Revenue for Q2 FY2026 was $2.825 billion, with a net profit of $5.93 billion [2] - Non-GAAP diluted EPS was $3.11, significantly higher than $2.03 from the previous year [2] - The company expects Q3 FY2026 revenue to be around $2.9 billion, exceeding market expectations of $2.73 billion [2] Product and Technology Development - Seagate's CEO highlighted the resilience of data center demand and the progress of the Mozaic series products based on HAMR technology [2] - The company has delivered its first 3TB Mozaic series HAMR products to a cloud service provider, with quarterly HAMR shipments exceeding 1.5 million units [3] - Seagate plans to transition to single-disk 4TB capacity while maintaining a focus on profitability and cost-effectiveness [3] Market Trends - The demand for data centers and related infrastructure is increasing, benefiting hardware suppliers like Seagate [4] - The hard disk industry is expected to maintain low double-digit growth in the coming years, despite declining prices [4]