Hard Drive Manufacturer
Appears in 1 story
40% global HDD market share, sole shipper of HAMR drives
Western Digital announced on February 16, 2026, that its entire hard drive production for the year is sold out, with long-term agreements extending into 2028. The company's top seven customers—primarily hyperscalers building AI data centers—have locked up nearly half the world's HDD supply years in advance. Lead times for enterprise drives have stretched from weeks to over 52 weeks; prices have climbed 46% since September.
Updated May 29
No stories match your search
Try a different keyword
How would you like to describe your experience with the app today?
