STXX

quote: Seagate cannot afford to let this fall into Toshiba’s hands under any circumstances. If Toshiba acquires it, it will see tremendous growth, just as Micron did after acquiring Elpida. https://x.com/illyquid/status/2107344491921502439 | Another twist in the HDD story as $STX and Toshiba compete to buy TDK's HDD head business. Meanwhile the logistics and labour risk for $wdc continues as 60k households around their Ayutthaya facility are affected by flooding and the authorities are warning of more rain in the next two weeks. https://www.bloomberg.com/news/articles/2026-10-06/seagate-is-said-to-battle-toshiba-for-tdk-s-hard-drive-head-unit