Hard drive articles

western digital hard drive data center storage

Western Digital's HDD production for 2026 is already sold out

Some customers have already bought up capacity through 2028
In context: Western Digital is one of the few remaining hard disk drive manufacturers in the world. According to its latest earnings call, the company now does most of its business with AI data center providers – and they are purchasing as many HDDs as possible, years ahead of schedule.
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Memory and storage prices will only get worse, Adata CEO says

Rising AI demand pushes up prices for DRAM, NAND, SSDs, and HDDs
The big picture: Multiple manufacturers have recently frozen or hiked memory and storage prices as demand from AI data centers surges, and executives warn the situation may get worse before it gets better. Across the industry, AI and cloud giants are displacing traditional memory makers, while DDR4 RAM – once the backbone of PCs and servers – is slowly being phased out. The result is a perfect storm that's upending supply chains and reshaping the economics of the memory market.