Demand from enterprise clients, particularly AI data centers, has already fully consumed the company's production capacity for 2026. Given that consumer sales currently represent a mere 5 percent of the company's total revenue, it is understandable that the focus has shifted to prioritizing high-capacity drives for data center applications. This robust enterprise demand is also contributing to an upward trend in pricing.
Addressing investors, Tan explicitly stated: "We’ve pretty much sold out for calendar year 26. We have firm POs with our top seven customers. And we’ve also established LTAs with two of them for calendar year 27 and one of them for calendar year 28."
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