硬盘磁头争夺战：Seagate 竞购 TDK 业务或令 Toshiba 出局
Bidding war over key component could eliminate third hard disk maker
Seagate 与 Western Digital 占据硬盘市场 90% 份额，Toshiba 则依赖第三方 TDK 供应磁头。据 Bloomberg 报道，Toshiba 今年早些时候出价收购 TDK 磁头业务，担心 AI 数据中心硬盘需求受影响的 Seagate 随即提出反报价；若 Seagate 拿下该业务，Toshiba 可能被挤出硬盘市场。Western Digital 2 月发布 HBDT 与 DPT 技术，Seagate 7 月推出 30TB HAMR 硬盘并计划推出 32TB、36TB 型号。
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What if the three remaining hard disk manufacturers became two? Seagate Technology and Western Digital control 90% of the market, according to market researcher TrendForce, with Toshiba picking up the crumbs. Seagate and WD both make their own magnetic drive heads, but Toshiba relies on a third party, TDK, which also sells to Seagate and WD when they need extra capacity. Seeking to guarantee supplies of this critical component, Toshiba made a bid for TDK’s drive head business earlier this year, according to Bloomberg. Concerned that this could affect its ability to meet the growing demand for hard disks from AI data centers, Seagate made a counteroffer, Bloomberg reported. TDK is staying mum . If Seagate were to capture the TDK unit it could knock Toshiba out of the hard disk market altogether, according to Bloomberg. While Toshiba is reliant on its suppliers for technological advances, WD and Seagate continue to innovate. In February, Western Digital announced two technologies aimed at speeding up drive throughput: high bandwidth drive technology (HBDT) and dual pivot technology (DPT). Western Digital said HBDT will enable simultaneous reading and writing from multiple heads on multiple tracks, delivering up twice the bandwidth of conventional HDDs. In July, Seagate launched a hard disk packing 30TB into a 3.5-inch enclosure using its Heat-Assisted Magnetic Recording (HAMR) technology, and announced plans to release 32TB and 36TB models. This article first appeared on Network World .