Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!
▻https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out
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.
Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply
Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about DRAM and NAND before, but it appears HDDs are also in significant demand: according to WD’s CEO, Irving Tan, the manufacturer’s entire capacity for this year is booked out. Speaking at the Q2 earnings call, Tan revealed that the focus has been on developing products that cater to the needs of enterprise customers. Given the pace of hyperscaler buildout, it’s fair to say demand for HDDs will only increase going forward.
