候任首席执行官 Irving Tan 分享了公司愿景、战略展望和 AI 市场增长预测；西部数据正与超大规模客户测试热辅助磁记录（HAMR）技术

上海， 2025 年 2 月 13 日 – 西部数据公司（ NASDAQ: WDC ）投资者日于今日凌晨圆满结束，期间宣布了与其闪存业务的分拆预计于北京时间 2025 年 2 月 22 日（美国东部时间 2025 年 2 月 21 日）完成，并公布公司未来愿景及战略。

候任首席执行官 Irving Tan 强调了西部数据在提供世界级可持续的大规模存储解决方案方面的领导地位。凭借在 HDD 技术和创新领域的深厚底蕴，西部数据能以较低的总体拥有成本（TCO）适时提供前沿的存储解决方案，一直是全球超大规模数据中心运营商、云服务商（CSP）和原始设备制造商（OEM）们的值得信赖的合作伙伴。从业界领先的能量辅助垂直磁记录（ePMR）CMR HDD以及UltraSMR 技术，到热辅助磁记录（HAMR）及更先进技术，西部数据将持续推动产品创新，为客户创造独特的长期价值。

Tan 分享了西部数据对于 AI 的普及将如何影响HDD行业及数据存储价值的独特见解。随着企业生成和存储的数据量不断增加，生成式 AI 在文本转图像和视频转换方面的应用持续增长，对支持 AI 模型的大规模数据湖的需求也在上升。预计从2024年至2028年，这一发展将带动HDD的艾字节（Exabyte，简称EB，1 EB等于10亿GB）出货量以23%的复合年均增长率（CAGR）增长1。西部数据始终坚定致力于满足云服务商及企业级市场不断增加的数据需求，提供具有可扩展性、 TCO 优势和可持续性的存储解决方案，以满足预计在2023年至2028年间将增长三倍的全球大部分数据存储需求2。

为了真正实现立足当下，着眼未来，Tan宣布西部数据正加速开发 HAMR 技术，现已与两家主要的超大规模客户展开了测试。依托基于 ePMR 和 UltraSMR 技术基础上的差异化可扩展容量产品组合，以及UltraSMR技术的优势能够借助 HAMR技术延续拓展，西部数据可以助力客户在充分利用当下可用的拓展容量节点的同时，进行长远规划。这有助于客户随着数据中心环境的升级，实现可预测、可扩展的经济过渡，从而实现价值最大化。

“西部数据可以满足客户当下和未来对存储的需求，我们蓄势待发，以引领数据存储产业迈向充满无限机遇的未来。”Tan表示，“我们不仅是在推动HDD行业的未来发展，更是在赋能全球企业级与云服务商客户释放数据的力量和价值。”

这一全新的战略方针凸显了西部数据致力于满足客户当下需求，同时为未来增长布局的决心。对此， Tan 透露，西部数据团队在物理学、材料科学和制造能力方面的专业知识和知识产权，正被用于探索伺服电机、磁存储及系统设计等领域的新增长机会。

直播回放

西部数据 2025 年投资者日的回放及补充资料将于北京时间2025年2月14日（美国东部时间 2025 年 2 月 13 日）前上传至投资者关系网站（https://investor.wdc.com/）。

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关于西部数据

西部数据是数据世界赋能者，为依赖数据力量的的系统和用户注入源源不断的动力。一直以来，西部数据凭借大容量、高品质和低总体拥有成本（TCO）的存储产品，在全球范围内赢得了超大规模云服务商、企业级数据中心、内容专业人士以及广大消费者的深度信赖与认可。秉承核心价值理念， 西部数据深知应对气候变化的紧迫性，肩负着时代赋予的使命。 我们矢志不渝地投身于存储技术的创新研发，不仅全力满足当下蓬勃发展的数据需求，更为构建一个对气候更友好、可持续发展的未来添砖加瓦。

如需了解有关西部数据的更多信息，请关注我们或访问www.westerndigital.com。

1 根据内部估计

2 Worldwide IDC Global DataSphere Forecast, 2024–2028, doc #US52076424, May 2024

前瞻性声明

This press release contains forward-looking statements within the meaning of federal securities laws, including statements regarding expectations for: the timing of the planned separation of the company’s HDD and Flash businesses and its outcome and impact; the company’s business outlook; industry, technology and storage trends, including the impact of artificial intelligence; the company’s market position, demand trends, and growth opportunities for the company’s products; and the company’s product development plans. These forward-looking statements are based on management’s current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements. Key risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements include: volatility in global economic conditions and demand for the company’s products; operational, financial and legal challenges and difficulties inherent in implementing the separation of the company’s HDD and Flash businesses; inflation; increase in interest rates and economic recession; future responses to and effects of global health crises; the impact of business and market conditions; the outcome and impact of the company’s announced separation transaction, including with respect to customer and supplier relationships, regulatory and contractual restrictions, stock price volatility and the diversion of management’s attention from ongoing business operations and opportunities; the impact of competitive products and pricing; the company’s development and introduction of products based on new technologies and expansion into new data storage markets; risks associated with cost saving initiatives, restructurings, acquisitions, divestitures, mergers, joint ventures and the company’s strategic relationships; difficulties or delays in manufacturing or other supply chain disruptions; hiring and retention of key employees; the company’s level of debt and other financial obligations; changes to the company’s relationships with key customers; compromise, damage or interruption from cybersecurity incidents or other data system security risks; actions by competitors; the company’s ability to achieve its GHG emissions reduction and other ESG goals; the impact of international conflicts; risks associated with compliance with changing legal and regulatory requirements and the outcome of legal proceedings; and other risks and uncertainties listed in the company’s filings with the Securities and Exchange Commission (the “SEC”), including the company’s Annual Report on Form 10-K filed with the SEC on August 20, 2024 to which your attention is directed. You should not place undue reliance on these forward-looking statements, which speak only as of the date hereof, and the company undertakes no obligation to update or revise these forward-looking statements to reflect new information or events, except as required by law. 

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