Music to my ears
"largely committed under build-to-order contracts through calendar 2026.
Additionally, longer-term agreements that we have with our global data center customers provide clear visibility through calendar 2027, reinforcing our view that these favorable demand conditions will persist"
$STX: "The data center end market, which is comprised of nearline sales into cloud, enterprise and VIA customers represented 80% of overall revenue.
Amid this improving demand backdrop, our high capacity nearline production is largely committed under build-to-order contracts through calendar 2026.
Additionally, longer-term agreements that we have with our global data center customers provide clear visibility through calendar 2027, reinforcing our view that these favorable demand conditions will persist"
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