
Intevac, a maker of thin-film processing systems, has disclosed that it had landed orders from another customer for a machine that processes magnetic films for HAMR media. Intevac hasn't disclosed which company will field the drives, but logic dictates that either Toshiba or Western Digital is gearing up to begin producing hard drives based on the heat-assisted magnetic recording (HAMR) technology.
Having landed orders for its HAMR-capable upgrade for its Lean 200 platform from the second major customer, Intevac now expects its HDD division to generate around $200 million in revenue over the next three years, fueled by the industry-wide adoption of HAMR technology. The company expects demand for high-capacity HDDs from data centers and the AI industry.