2026-02-16
Wccftech
6 related
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
2026-02-15
Wccftech
4 related
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
2026-01-12
Wall Street Journal
16 related
Despite dire projections of PC and phone memory shortages, producers like Micron will proceed cautiously in adding new capacity, ever mindful of past downcycles
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand — The world needs a lot more memory chips and hard drives.
2025-11-01
Reuters
3 related
Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives
- Seagate, Western Digital up more than 200% in 2025 — S&P 1500 tech hardware index hits record high
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