Serves over 300 Commercial Clients including Data Centers, Technology Manufacturers and Information Technology (IT) Service Providers.Adds cash flow positive revenue, enhances PMGC’s exposure to U.S. semiconductor and artificial intelligence (“AI”) infrastructure growth, and marks the launch of its strategic acquisition program targeting U.S. businesses. NEWPORT BEACH, Calif., July 10, 2025 (GLOBE NEWSWIRE) -- PMGC Holdings Inc. (Nasdaq: ELAB) (the “Company,” “PMGC,” “we,” or “us”), a diversified public hol ...

Key Takeaways Micron Q3 gross margin rose to 39%, beating guidance by 250 basis points on stronger pricing and volumes. DRAM and NAND demand, tight supply, and low inventories drove sequential margin expansion. MU guides Q4 gross margin to 42%, citing favorable pricing and high-value memory product demand.Micron Technology (MU) posted a strong rebound in profitability in the third quarter of fiscal 2025. The company reported a gross margin of 39%. This represents an increase of 110 basis points from the p ...

Company Performance - Seagate has achieved a 65% return year-to-date in 2025, significantly outperforming the S&P 500's 5% increase, driven by structural improvements and a shift towards next-gen technologies like HAMR [3] - The company forecasts Q4 adjusted EPS to be between $2.20 and $2.60, with revenue expected between $2.25 billion and $2.55 billion [7] Market Context - Seagate's stock has historically shown significant volatility, with a peak-to-trough decline of 58% during the 2022 inflation crisis and a 35.6% drop during the COVID-19 pandemic [10][11] - The stock currently trades at 18x consensus 2025 earnings, well above its three-year average of 5x, indicating elevated investor confidence but also a potential for steep declines [11] Technological Advancements - Seagate's Mozaic 3+ platform achieves 3 TB per platter through HAMR technology, with plans for 40 TB drives in 2026 and 100 TB drives by 2030, positioning the company for long-term growth [6] - The demand for high-capacity HDDs is bolstered by the increasing need for data storage in generative AI and cloud infrastructure, where HDDs remain dominant for cold storage applications [5] Competitive Landscape - Seagate's price-to-sales ratio has risen to 3x, compared to Western Digital's typical 1x during market downturns, reflecting a premium valuation amid economic uncertainties [11] - Despite strong growth expectations, the stock's performance is susceptible to macroeconomic shocks and operational setbacks, with little margin for error [8]

Core Insights - Seagate Technology (NASDAQ: STX) has experienced a remarkable 60% year-to-date increase, significantly outperforming the S&P 500's 4% rise, driven by structural improvements and strong market dynamics, particularly in advanced technologies like HAMR [2] - The company has seen a resurgence in the data-storage market, largely due to heightened demand from generative AI applications [2] Financial Performance - Seagate's revenue fell sharply from $11.66 billion in FY2022 to $6.55 billion in FY2024, marking a 44% decline due to weak demand in consumer PCs, Covid-related disruptions, component shortages, and inflationary pressures [3] - However, in the first nine months of FY2025, revenue surged 42% year-over-year to $6.7 billion, driven by strong demand from data-center and cloud customers [3] Market Positioning - Despite the rise of SSDs, HDDs remain essential for large-scale storage due to their cost-effectiveness, leading Seagate to focus on enterprise-grade, high-capacity HDDs while reducing lower-capacity consumer drives [4] - The company has opted to procure NAND from partners like Kioxia, allowing it to concentrate on cost-effective bulk storage solutions [4] Valuation Metrics - Seagate's price-to-sales (P/S) ratio has increased from 1.2x in FY2022 to 3.2x currently, indicating a substantial rise in valuation multiples [5] - The P/S multiple has risen 176% from 1.16x in FY2022 to 2.30x in FY2024, and currently stands at around 3.20x [6] Growth Drivers - The demand for AI-driven storage solutions and the adoption of HAMR technology are significantly boosting high-capacity nearline HDD sales [11] - Seagate reported strong Q3 results with adjusted earnings of $1.90 per share and quarterly revenue of $2.16 billion, reflecting a 31% year-over-year increase [11] - A $5 billion share repurchase initiative has been introduced, indicating confidence in enhancing earnings per share [11] - Operating margins have expanded to 20% in the first three quarters of FY2025, compared to only 3% during the same period last year [11]

Industry Overview - The Zacks Computer-Storage Devices industry is expected to experience robust growth due to factors such as digital transformation, edge computing, AI workloads, and enterprise cloud adoption [1] - The increasing demand for secure storage solutions driven by rising cyberattacks will further enhance the need for sophisticated data storage [1] - Major players in the industry include Western Digital Corporation (WDC), NetApp, Inc. (NTAP), and Teradata Corporation (TDC) [1] Trends Impacting the Industry - The rapid proliferation of AI is reshaping the tech landscape, leading to increased demand for high-speed, high-capacity, and low-latency storage solutions [3] - Traditional storage architectures are being replaced by NVMe-based SSDs and software-defined storage to meet the data throughput required by AI applications [3] - Cloud storage technologies are evolving, with companies leveraging AI and machine learning to optimize storage solutions and manage increasing data complexity [4] Market Conditions - Worldwide IT spending is projected to reach $5.61 trillion in 2025, reflecting a 9.8% increase from 2024, with the Devices segment expected to grow by 10.4% [5] - Despite positive IT spending forecasts, escalating trade tensions and macroeconomic uncertainties pose challenges to the industry [5] - The Zacks Computer-Storage Devices industry has underperformed the S&P 500, declining 32.4% over the past year compared to the S&P 500's gain of 9.7% [10] Company Highlights - **Western Digital (WDC)**: Focused on cloud end-markets, WDC is addressing supply chain challenges and expects strong data center demand to drive sales. The company has secured long-term deals through mid-2026 [17][18] - **Teradata (TDC)**: TDC's innovations in AI and hybrid cloud are gaining traction, with partnerships with major cloud service providers enhancing its offerings. The company has launched the Enterprise Vector Store to support AI applications [21][22] - **NetApp (NTAP)**: NTAP is experiencing increased demand for its all-flash arrays and expects to capture more market share. The company reported five-fold year-over-year growth in its AI business for the fiscal fourth quarter of 2025 [27][29]

企业始终需要战略咨询，但现有模式的局限正在显现。动辄百万的咨询费用，长达数周甚至数月的交付周 期，让专业战略智慧成为少数大企业的专享。而AI时代的生存法则是： 快节奏决策等于企业生命线 。 当竞品已经开始用AI将战略迭代周期压缩至周级甚至日级时，你的企业是否正在被"决策周期成本"所拖 累？先让我们看一组数据冲击—— 在AI时代无比焦虑的你，请认真思考我们接下来提出的灵魂三问： 第一个问题 ： 当AI每月迭代一次时，你的战略决策还停留在工业时代吗？ 我相信你已经有了答案。 第二个问题 ： 混沌凭什么重新定义战略咨询？ 不是因为拥有咨询基因才入场，而是因为 时机已到 。十年来积累的海量商业案例库浇筑了坚实地基，混 沌深度创新框架DIM与BLM框架搭建了专业骨架，再用DeepSeek R1/V3 大模型注入智慧灵魂，让HDDI 成为真正"会思考的战略引擎"。 当混沌深度创新框架遇上AI原生架构，通过MCP协议让"顶级战略智慧"成为你的随身智囊。你只需输入你 的业务挑战，轻松调用混沌深度创新系统，15分钟内就能获得带有案例验证的专业战略分析和可执行建 议。 第三个问题 ： 创业者为何必须拥抱AI原生战略咨询？ 资本市 ...

在 AI 时代 无比 焦虑 的你，请认真思考我们接下来提出的 灵魂三问 。 我相信你已经有了答案。 第二个问题： 混沌凭什么挑战百年咨询巨头？ 当 AI 每月迭代一次 时 ，你的战略咨询还停留在工业时代吗？ 你的企业始终需要咨询，只是传统咨询正在绞杀企业的生命力：动辄 150 万的咨询费，长达6 周甚至更 久的交付周期，让咨询成为1% 头部企业的专享。 只是， AI 时代的生存法则是： 快节奏决策 = 企业生命线 。 所以，当竞品用 AI 将战略迭代周期压缩至周级甚至日级时，你的企业是否正在被永无止境的 "决策周期 成本"所拖累？ 先让我们看一组数据冲击 —— | 传统咨询 | 混沌AI咨询师 | | --- | --- | | 6 周交付 | 15 分钟生成全套方案 | | 150 万 / 项目 | 199 元 / 月普惠价 | | 服务1% 大企业 | 100% 企业无门槛覆盖 | 第一个问题： 不是拥有咨询基因才入场，而是入场才能创造基因。 混沌从来不是 "等风来" 的旁观者。十年来积累的 600 + 商业案例库浇筑了混沌的地基，以及混沌深度 创新框架DIM与BLM框架搭建骨架，再用DeepSeek R ...

行情速递 ① 主 板 领 涨 ， 捷 荣 技 术 (+10.03%)/ 东 信 和 平 (+10.02%)/ 恒 宝 股 份 (+10.02%)/ 南 京 熊 猫 (+10.02%)/深华发A (+9.98%)/ ② 创业板领涨，创识科技(+20.02%)/狄耐克(+16.03%)/熵基科技(+14.10%)/ ③科创板领涨，艾为电子(+6.58%)/福立旺 (+5.55%)/神工股份(+5.27%)/ ④活跃子行业，SW通信终端及配件(+1.29%)/SW面板(+0.77%)/ 国内新闻 ①艾邦半导体网，2025Q2由上海芯波设计/云天半导体制造的3D Glass IPD 单个量产项目交付突破壹仟万颗/标志着全球首条3D Glass IPD生产线实现 规模化稳定产出/为AI/汽车电子及物联网应用等领域注入强劲"芯"动力/ ②半导体封装工程师之家，据Tomshardware报道/华为近期提交了一项关 于"四芯片"（quad-chiplet）封装设计的专利申请/该技术或将应用于其下 一代AI芯片——昇腾910D/华为这项"四芯片"设计在架构上与NVIDIA Rubin Ultra有相似之处/但华为正致力于自主研 ...

毕竟，当下的创业环境， 成本压力 再 暴增 ， 传统咨询动辄百万费用，中小企业望而却步 。 还记得《哪吒》 1948个特效镜头吗？ 并不是每一家公司都能投入如此重的成本。 AI ，成了新的可能性。 据麦肯锡研究显示， 2025 年 AI 将为全球经济创造 4.4 万亿美元价值，但有太多太多的企业仍困于 "如何落地 AI 战略" 的迷雾中。 虽然所有人都知道 AI 时代已来，以及大多数 企业急需 AI 战略能力，但传统商学院仍 在 教 传统 时代方法论 ， 很少有商学院能够提供真正的 AI 方法论和针对创业者使用的 AI 咨询师。 作为李善友教授领衔的创新教育平台，混沌学园深耕商业创新十年，见证了无数企业在技术变革中崛起与陨落。 这一次，我们带着两款颠覆性产品 —— 混沌 首款战略 AI 咨询师「HDDI」 与 「焕新大学籍」 AI 创新学科体系 ，正式向 AI 商业深水区发起冲 击。 如果你 想布局 AI 产品，却不懂如何拆解商业模型与技术路径 。 如果你想 尝试引入 AI 工具，却因成本高、落地难而不了了之 。 如果 眼看竞争对手借 AI 突围，自己却困于传统思维无法破局 。 那么你一定要预约这场直播课程。 ...

我们将持续寻找愿意扎根区域 连接混沌十年认知积淀 与本地商业需求的 城市 共建 师 @ 郭月峰｜郭装主 长春 在这十几天中，共有 80 名创业者报名，我们已面试 65 人，其中已有 22 人正式通过，成为我们的城市共建者。 壹平方设计品牌创始人，曾任多家上市企业高管。 今天，我们先对外公开6名城市共建者， 期待你的报名，成为下一位城市共建者。 两周前，我们成立了混沌 AI创新院城市学习中，正式向 22座城市开放共建权！ 第一批城市共建者 @ 张勇 重庆 从体制内辞职，出来找寻自己的人生使命 。 Q： 为什么选择成为城市共建者？ A： 因为喜欢混沌、身体力行，用自己的行动影响身边的人加入混沌，帮身边的每个人找到自己的人生使命 相信混沌，理念相同，与智者同行，用生命影响生 命。 Q： 为什么选择成为城市共建者？ A： 拥抱AI时代，重塑自己，重新定义行业！ @ 兰琦 哈尔滨 杭州真拾壹品牌管理有限公司 CEO& 兰商业影像创始人， 2018 年创立的品牌走向全国市场，一场招商会 2 小时成功感召了 57 个摄影同行老板 95% 达成签约合作，收 款 470W ，直到现在拥有 673 家合作门店，服务 30 万➕超 ...