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Western Digital earns a strong buy rating, targeting a $454 fair value (~68% upside) driven by structural transformation in AI data retention. WDC’s internalization of Vertical-Emitting HAMR lasers ...
At its recent Innovation Day 2026 event, Western Digital previewed two technologies in development to increase HDD throughput: high bandwidth drive technology (HBDT) and dual pivot technology (DPT).
Western Digital (WDC) surged 63.4% year-to-date after selling out its entire 2026 HDD production capacity to AI data centers. Western Digital generates 89% of revenue from hyperscaler AI cloud versus ...
Western Digital Corp. is seeking to raise $3.09 billion from the sale of a stake in Sandisk Corp., the flash-memory unit that it spun off nearly a full year ago. The shares are being offered for $535 ...
Feb 18 (Reuters) - Western Digital (WDC.O), opens new tab is planning to raise $3.17 billion by selling a part of its stake in flash memory unit Sandisk (SNDK.O), opens new tab, which it used to own, ...
Western Digital is looking to cash in on Sandisk’s explosive rally by selling shares of the company it spun off roughly a year ago. Sandisk SNDK on Tuesday announced a $3.09 billion secondary offering ...
Thanks to data center demands, Western Digital has committed all of its HDDs for at least the rest of the year. Reading time 2 minutes We’ve been taking the humble external hard disk drive for granted ...
The current component shortage the technology industry finds itself in, driven by the insatiable appetite of enormous AI data centers, started out with memory but has quickly spread to other ...
Enterprise customers, especially AI data centers, have already gobbled up the company’s capacity for 2026. At this point, consumer sales account for just 5 percent of the company’s revenue, so it’s no ...
Western Digital says its all sold out of hard drives for 2026, less than two months into the year. Credit: Alex Kraus/Bloomberg via Getty Images Looking to buy a new hard drive? Get ready to pay even ...
Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations, marking the largest quarterly increase in nearly eight quarters.
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