HGST? It's WDC
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be more concerned about a slow down in data center investment
HGST no longer exists, so my guess is none?
If WD uses Intevac, and Intevac owned by seagate
seagate does not have an interest to improve WD media performance as the Intevac supplier.
WD does not want Seagate in their plant or share information.
it is like one race car maker selling its engine to the other race car maker and both want to win the race.
Seagate has not bought yet. but it must be pain to WD.
more pain than tarrifs
Why would it change? Maybe due to HAMR?