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Posted by
Two Blokes May 26 -
Filed in
Stock
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Seagate's HAMR transition will dramatically expand gross margins and catalyze market share gains, driving outsize growth. Seagate is years ahead of Western Digital on HAMR, and this lead will persist for years. The AI and data center boom ensures robust demand for high-capacity HDDs, with Seagate's products remaining the low-cost storage solution.
