Western Digital
AI overview
Sign in and the AI will write an overview from our coverage.
Headlines · 9
- AI Demand Gives Flash Suppliers Leverage Over Apple
AI hyperscaler demand has reportedly pushed NAND flash prices to about five times their previous level, shifting purchasing leverage from Apple toward suppliers such as Kioxia. TechInsights estimates that Apple’s flash-storage spending could rise from $6 billion in 2025 to $25 billion this year for roughly the same volume, while suppliers have reportedly signed higher-price long-term contracts with major cloud companies. The Wall Street Journal also detailed Apple’s former aggressive procurement tactics, including supplier audits and most-favored-customer terms.
cnBeta · 🔥 3 - Memory and Storage Stocks Keep Sliding Despite Blowout Earnings
Sandisk, Micron, Seagate and Western Digital, among the biggest stock winners of early 2026, have fallen into the bottom 10% of the S&P 500 since the end of June, Bloomberg reported. Sandisk and Western Digital have dropped more than 44% since the start of July, Seagate 33% and Micron 22%, though all four remain up for the year, led by Sandisk's gain of nearly 430%. Western Digital beat forecasts last Thursday with revenue up 55% to $4.38 billion and raised its dividend by 17%, yet its shares fell 3% on Friday. Investors are questioning how long debt-funded AI spending can last, and Gartner warned this month that more than $3.5 trillion of AI infrastructure spending could face write-downs by 2030; South Korea's SK Hynix has already lost about half its value between June and August.
The Next Web · 🔥 0 - Memory Stocks Lost Momentum Despite Strong Earnings
Sandisk, Micron Technology, Seagate Technology and Western Digital were among the stock market’s biggest winners in the first six months of the year as demand from the artificial-intelligence buildout seemed insatiable. The report’s headline says memory stocks had lost their mojo and strong earnings were not helping.
Bloomberg Technology · 🔥 0 - AI Data Growth Drives an HDD Market Reversal
A report from Dolphin Research says AI-generated data is increasing demand for high-capacity HDDs, which it describes as the final resting place for most long-term cloud data. It reports that HDD industry revenue rose 47% year over year in Q2 2026, with shipment capacity up 29% and average price per GB up 14%. The analysis also examines HAMR technology, constrained component supply, and pricing power across Seagate, Western Digital and Toshiba.
虎嗅 AI · 🔥 0 - Western Digital Says AI Demand Has Sold Out 2026 HDD Capacity
Western Digital reported that its 2026 HDD production capacity was fully sold out, with long-term supply agreements extending through 2028 and order visibility for its seven largest core customers reaching 2030–2031. The company said fiscal 2027 first-quarter revenue rose 55% year over year, while revenue and shipments remained constrained by supply rather than demand. Its CEO characterized AI as a data system that generates massive volumes of information and said this creates a durable HDD market opportunity.
cnBeta · 🔥 0 - Western Digital reports strong fiscal 2027 first-quarter growth and forecasts Q2 revenue growth
Western Digital reported fiscal 2027 first-quarter revenue of $4.381 billion, up 55% year over year and 17% quarter over quarter. Net income attributable to shareholders was $1.779 billion, while GAAP and non-GAAP gross margins were 57.8% and 58.1%, respectively. The company forecast second-quarter revenue growth of 66% to 72%. Its CFO said data-storage demand was still increasing despite concerns that AI spending might have peaked.
IT之家 AI · 🔥 0 - AI data-center demand drives up hard disk drive prices
A syndicated feature from Huxiu AI, originally by Crazy Tech Hall, reports that hard disk drive prices have climbed over the past two years as AI data centers and cloud storage demand absorb supply. An advertising production worker said a 16TB HDD that once cost 1,000–2,000 yuan now generally costs 3,000–4,000 yuan, with some brands at 5,000–6,000 yuan, while some 24TB drives sell for 6,000–8,000 yuan. The report cites Western Digital's fiscal 2026 figures showing cloud and enterprise customers at 89% of revenue versus 5% for consumer, with cloud capacity shipped up 27% and consumer capacity up 1% while average selling price per unit of storage capacity rose 12%; Seagate said about 90% of its shipped capacity came from high-capacity cloud and enterprise products and that most data-center nearline HDD supply is arranged through long-term agreements into 2028.
虎嗅 AI · 🔥 0 - Super Micro raises FY2027 Q1 guidance on AI demand, shares jump 16% after hours
Super Micro Computer sharply raised its preliminary forecasts for the first quarter of fiscal 2027 on Tuesday, October 20, citing continued strong AI datacenter demand, according to TechNews. The company now expects revenue of $18.5 billion to $19.5 billion, up from an earlier $14.5 billion to $15.5 billion range and above the $15.23 billion LSEG analyst consensus, while gross margin guidance rose to 12% to 12.5% from 10.4% to 10.8%. The stock closed the regular session at $32.47 and climbed 16.35% to $37.78 after hours; full quarterly results are scheduled for November 3.
科技新报 · 🔥 0 - Toshiba ships nearline HDDs from expanded Philippine plant as AI storage demand surges
Toshiba has begun shipping nearline hard drives from its expanded Laguna Technopark line in the Philippines, announced Oct. 2, and aims to nearly double the site's annual output measured by total storage capacity by fiscal 2027 versus fiscal 2025. The Philippine government said the multi-billion-peso investment will span three years and create about 3,000 jobs, while press reports citing Nikkei put the figure at roughly ¥60 billion ($380 million). Toshiba also plans 65TB-class drives around 2030, followed later by 100TB models.
TechRadar · 🔥 0
Experience and discussion from the community
Share my Western Digital experienceAsk about Western Digital
Nobody has shared their experience with Western Digital yet.