--- title: "Seagate Leads Memory Stocks Lower Following Capacity Warning" type: "News" locale: "en" url: "https://longbridge.com/en/news/286934587.md" description: "Seagate Technology shares fell 5.26% after CEO Dave Mosley expressed concerns about the company's ability to meet rising AI-driven memory demand due to capacity constraints. This warning has negatively impacted peers like Western Digital and Sandisk, which also saw declines of 4.50% and 2.49%, respectively." datetime: "2026-05-19T14:37:46.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286934587.md) - [en](https://longbridge.com/en/news/286934587.md) - [zh-HK](https://longbridge.com/zh-HK/news/286934587.md) --- # Seagate Leads Memory Stocks Lower Following Capacity Warning **Seagate Technology Holdings PLC** (NASDAQ:STX) shares are trading lower Tuesday after the company’s CEO recently raised concerns about the company’s capacity to meet rising demand for memory chips due to AI expansion. This has also caused peers within the sector to pull back. - Seagate stock is under selling pressure. Why is STX stock retreating? ## Seagate CEO Warns Of Capacity Constraints During a JPMorgan conference on Monday, CEO **Dave Mosley** discussed challenges tied to expanding production capacity at Seagate's factories. "If we took the teams off and started building new factories or bringing up new machines, that would just take too long. You would end up with more capacity, but then you'd slow the rate of growth on that technology," Mosley said, according to CNBC. Mosley also pointed to "very long lead times" and said the company is working to maintain predictability with customers by providing visibility into products planned for release next year. "We want to keep that four or five quarters of visibility very, very solid for what's being built. But the demand is significantly higher than that," he said. Some peers that declined following this news include **Western Digital Corporation** (NASDAQ:WDC) and **Sandisk Corporation** (NASDAQ:SNDK) **Read Also: Stock Market Today: S&P 500, Nasdaq 100 Futures Slip As Inflation Fears Grip Wall Street—XP, Atmos Energy, GE Aerospace In Focus** ## Memory Stocks Pull Back **Price Action:** At the time of publication, Seagate shares are trading 5.26% lower at $701.86, Western Digital shares are trading 4.50% lower at $438.05, and Sandisk shares are trading 2.49% lower at $1,299.78, according to data from Benzinga Pro. _Image via Shutterstock_ ### Related Stocks - [STX.US](https://longbridge.com/en/quote/STX.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [WDC.US](https://longbridge.com/en/quote/WDC.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [JPM.US](https://longbridge.com/en/quote/JPM.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md) - [XP.US](https://longbridge.com/en/quote/XP.US.md) - [ATO.US](https://longbridge.com/en/quote/ATO.US.md) - [GE.US](https://longbridge.com/en/quote/GE.US.md) - [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/en/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md) - [WDCVV.US](https://longbridge.com/en/quote/WDCVV.US.md) - [SNDKV.US](https://longbridge.com/en/quote/SNDKV.US.md) ## Related News & Research - [Are Wall Street Analysts Bullish on Seagate Technology Stock??](https://longbridge.com/en/news/286772566.md) - [Northwestern Mutual Investment Management Company LLC Takes Position in Sandisk Corporation $SNDK](https://longbridge.com/en/news/286744969.md) - [Seagate Technology Holdings PLC $STX Shares Acquired by AlphaCore Capital LLC](https://longbridge.com/en/news/286729292.md) - [Ameritas Advisory Services LLC Boosts Stake in Seagate Technology Holdings PLC $STX](https://longbridge.com/en/news/286637728.md) - [Commerzbank Aktiengesellschaft FI Buys Shares of 2,107 Western Digital Corporation $WDC](https://longbridge.com/en/news/286732795.md)