Despite dire projections of PC and phone memory shortages, producers like Micron will proceed cautiously in adding new capacity, ever mindful of past downcycles
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand — The world needs a lot more memory chips and hard drives.
Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives
- Seagate, Western Digital up more than 200% in 2025 — S&P 1500 tech hardware index hits record high
Seagate and other HDD makers bet on tech like heat-assisted magnetic recording to stay competitive; IDC expects data center HDD spending to hit $22B by 2028
John Keilman / Wall Street Journal : Bluesky: @wsj.com . Mastodon: @timbray@cosocial.ca Bluesky: @wsj.com : The fate of an industry is riding on a laser smaller than a grain of salt Mastodon: Tim Bra...
Nvidia extends its crypto mining limits to newly manufactured GeForce RTX 3080, RTX 3070, and RTX 3060 Ti graphics cards, which will be labeled “Lite Hash Rate”
here's how Sam Grant / Coin Journal : Nvidia Stripping Crypto Mining Capacity from its RTX Cards Katharine Castle / Rock, Paper, Shotgun : The rest of Nvidia's RTX 30 GPUs are getting an anti-cryptomi...
Backblaze: 4 TB HGST and Seagate hard drives are most reliable, 3 TB Seagate and WD drives fail often
What is the Best Hard Drive? — It was one year ago that I first blogged about the failure rates of specific models of hard drives, so now is a good time for an update.