Hard disk drive (HDD) unit shipments are projected to increase, driven by the growing demand for AI workloads. While companies like Seagate Technology and Western Digital have recently focused on total storage capacity rather than unit volume, expansions in head manufacturing facilities by Seagate and TDK suggest a future increase in HDD unit production. This expansion, particularly in HAMR head technology, could lead to a significant growth in HDD unit shipments by the end of the decade. AI
IMPACT Increased demand for AI workloads is expected to drive growth in HDD unit shipments, necessitating expanded manufacturing capacity.
RANK_REASON Industry analysis projecting growth in hardware shipments due to AI demand. [lever_c_demoted from significant: ic=1 ai=0.7]
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