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Dave Mosley

Dave Mosley

Chief Executive Officer, Seagate Technology

Appears in 1 story

Notable Quotes

We are continuing to execute areal density-leading HAMR product qualifications and ramp plans.

Stories

Hard drive supply locked up through 2028 as AI buildout outpaces production

New Capabilities

Leading production ramp of HAMR technology 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