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Efosa Udinmwen

'We’re pretty much sold out for calendar 2026': Western Digital CEO says storage firm is completely sold out of HDD capacity already, so does that mean more price rises to come?

Western Digital Black NVMe SSD.

  • Western Digital CEO says its HDD capacity for 2026 is already fully booked
  • Enterprise clients dominate orders, leaving consumer products at only five percentof revenue
  • AI-driven data growth intensifies pressure on HDD supply chains globally
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