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Irving Tan

Irving Tan

Chief Executive Officer, Western Digital

Appears in 1 story

Notable Quotes

We are pretty much sold out for calendar 2026 with firm purchase orders from our top seven customers.

Stories

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

New Capabilities

Leading pure-play HDD company through unprecedented demand surge

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