# Seagate

> Markdown twin of https://roboterminal.app/companies/seagate · https://roboterminal.app/companies/seagate.md

## On shared sources

- [Western Digital](https://roboterminal.app/companies/western-digital) (6)
- [Toshiba](https://roboterminal.app/companies/toshiba) (4)
- [Micron](https://roboterminal.app/companies/micron) (2)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (2)
- [SanDisk](https://roboterminal.app/companies/sandisk) (2)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Bank of America](https://roboterminal.app/companies/bank-of-america) (1)
- [HOYA](https://roboterminal.app/companies/hoya) (1)
- [Kioxia](https://roboterminal.app/companies/kioxia) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Resonac](https://roboterminal.app/companies/resonac) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SK Square](https://roboterminal.app/companies/sk-square) (1)
- [TDK](https://roboterminal.app/companies/tdk) (1)
- [Tema](https://roboterminal.app/companies/tema) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2113117980032700574)
  BofA on HDDs: "Despite being widely reported in the media that Toshiba is attempting to add capacity, our industry checks suggest that pricing discussions at Hyperscalers remain constructive. We expec…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110718080733384982)
  Morgan Stanley: We heard a broad consensus from our industry checks that the AI semis supply chain has strengthened in the last 30 days. We hear the most conviction from DRAM, NAND, HDD, and GPU. $AMD…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108757351075377423)
  Toshiba announced an expansion of capacity and sent Seagate and Western Digital lower right away, but is it warranted? This expert call comes from someone in the industry and addresses questions on su…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108532956193051134)
  Expert Takeaways: HDDs > Toshiba Investment Restart: Toshiba’s 60 billion investment plan is a restart of previously paused capacity builds, not a brand-new expansion. > Seagate/TDK Rumors Cleared: Re…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107943044771373333)
  Morgan Stanley believes Toshiba's capacity expansion is too aggresive based on people they spoke to: "We estimate a doubling of capacity would take 2+ years, and Toshiba (and the HDD industry more bro…
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2107867579503067488)
  One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The d…

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Source: Roboterminal · https://roboterminal.app/companies/seagate.md