SemiAnalysis✓ @SemiAnalysis_
Oct 1 Ruthenium has risen from about $560 an ounce in early 2025 to dealer quotes near $1,950 this September. It is a key material in hard drives, with new use cases also emerging. (1/5)🧵pic.x.com/WvdZq5Y1ovv
SemiAnalysis — ruthenium, a hard-drive input, went from about $560 an ounce in early 2025 to near $1,950 in September
SemiAnalysis — ruthenium, a hard-drive input, went from about $560 an ounce in early 2025 to near $1,950 in September
A cost input the nearline-storage story rarely prices: SemiAnalysis puts ruthenium at about $560 an ounce in early 2025 against dealer quotes near $1,950 in September, and calls it a key hard-drive material. Only the thread's opening post is in hand, so how much ruthenium a drive uses, and whether Seagate and Western Digital can pass the cost through in a tight market, still has to be read in the remaining four posts before treating it as a margin risk.
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A cost input the nearline-storage story rarely prices: SemiAnalysis puts ruthenium at about $560 an ounce in early 2025 against dealer quotes near $1,950 in September, and calls it a key hard-drive material. Only the thread's opening post is in hand, so how much ruthenium a drive uses, and whether Seagate and Western Digital can pass the cost through in a tight market, still has to be read in the remaining four posts before treating it as a margin risk.
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