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候任首席執行官 Irving Tan 分享了公司愿景、戰略展望和 AI 市場增長預測；西部數據正與超大規模客戶測試熱輔助磁記錄（HAMR）技術

上海， 2025 年 2 月 13 日 – 西部數據公司（ NASDAQ: WDC ）投資者日于今日凌晨圓滿結束，期間宣布了與其閃存業務的分拆預計于北京時間 2025 年 2 月 22 日（美國東部時間 2025 年 2 月 21 日）完成，并公布公司未來愿景及戰略。

候任首席執行官 Irving Tan 強調了西部數據在提供世界級可持續的大規模存儲解決方案方面的領導地位。憑借在 HDD 技術和創新領域的深厚底蘊，西部數據能以較低的總體擁有成本（TCO）適時提供前沿的存儲解決方案，一直是全球超大規模數據中心運營商、云服務商（CSP）和原始設備制造商（OEM）們的值得信賴的合作伙伴。從業界領先的能量輔助垂直磁記錄（ePMR）CMR HDD以及UltraSMR 技術，到熱輔助磁記錄（HAMR）及更先進技術，西部數據將持續推動產品創新，為客戶創造獨特的長期價值。

Tan 分享了西部數據對于 AI 的普及將如何影響HDD行業及數據存儲價值的獨特見解。隨著企業生成和存儲的數據量不斷增加，生成式 AI 在文本轉圖像和視頻轉換方面的應用持續增長，對支持 AI 模型的大規模數據湖的需求也在上升。預計從2024年至2028年，這一發展將帶動HDD的艾字節（Exabyte，簡稱EB，1 EB等于10億GB）出貨量以23%的復合年均增長率（CAGR）增長1。西部數據始終堅定致力于滿足云服務商及企業級市場不斷增加的數據需求，提供具有可擴展性、 TCO 優勢和可持續性的存儲解決方案，以滿足預計在2023年至2028年間將增長三倍的全球大部分數據存儲需求2。

為了真正實現立足當下，著眼未來，Tan宣布西部數據正加速開發 HAMR 技術，現已與兩家主要的超大規模客戶展開了測試。依托基于 ePMR 和 UltraSMR 技術基礎上的差異化可擴展容量產品組合，以及UltraSMR技術的優勢能夠借助 HAMR技術延續拓展，西部數據可以助力客戶在充分利用當下可用的拓展容量節點的同時，進行長遠規劃。這有助于客戶隨著數據中心環境的升級，實現可預測、可擴展的經濟過渡，從而實現價值最大化。

“西部數據可以滿足客戶當下和未來對存儲的需求，我們蓄勢待發，以引領數據存儲產業邁向充滿無限機遇的未來。”Tan表示，“我們不僅是在推動HDD行業的未來發展，更是在賦能全球企業級與云服務商客戶釋放數據的力量和價值。”

這一全新的戰略方針凸顯了西部數據致力于滿足客戶當下需求，同時為未來增長布局的決心。對此， Tan 透露，西部數據團隊在物理學、材料科學和制造能力方面的專業知識和知識產權，正被用于探索伺服電機、磁存儲及系統設計等領域的新增長機會。

直播回放

西部數據 2025 年投資者日的回放及補充資料將于北京時間2025年2月14日（美國東部時間 2025 年 2 月 13 日）前上傳至投資者關系網站（https://investor.wdc.com/）。

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關于西部數據

西部數據是數據世界賦能者，為依賴數據力量的的系統和用戶注入源源不斷的動力。一直以來，西部數據憑借大容量、高品質和低總體擁有成本（TCO）的存儲產品，在全球范圍內贏得了超大規模云服務商、企業級數據中心、內容專業人士以及廣大消費者的深度信賴與認可。秉承核心價值理念， 西部數據深知應對氣候變化的緊迫性，肩負著時代賦予的使命。 我們矢志不渝地投身于存儲技術的創新研發，不僅全力滿足當下蓬勃發展的數據需求，更為構建一個對氣候更友好、可持續發展的未來添磚加瓦。

如需了解有關西部數據的更多信息，請關注我們或訪問www.westerndigital.com。

1 根據內部估計

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

前瞻性聲明

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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