Ed Ludlow

And that's giving us a lot more confidence in terms of the demand that they're signaling to us and also ensuring that they're not creating and oversupplying the market.

I mean, you talked about your innovation roadmap.

Can we talk a minute about heated assisted magnetic recording for those who aren't in the lingo?

But basically, this is something that Seagate's been pushing forward on.

And you, too, have been bringing that sort of innovation.

Where are you in terms of neck and neck?

And you're already bringing this to customers.

How is it testing out?

What does it do?

Yeah, so we're already qualifying our heat-assisted magnetic recording, or HAMR, affectionately, as we call it, with two customers.

But we've taken a slightly different approach from our peer, where we have a dual-track process, right?

We definitely are committed to HAMR, and that's required to get us to 100 terabytes per drive.

and beyond.

But in the interim, we feel that with our current ePMR technology for the next three years, we can actually get up to 60 terabytes and deliver it with more reliability, more quality, and more scalability to our customers than a hard transition to Hammer.

So I've got to go back to something earlier.

Why don't you just increase capacity?

We don't need to increase unit capacity.

What we're actually doing is to use technology to increase the capacity per drive.

So today we're shipping at the top end of our products, a 32 terabyte hard drive.

In the second half of this year, we'll be shipping a 40 terabyte drive.