T
Western Digital says it’s “pretty much soldout” for 2026.
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 surprise WD is prioritizing high-capacity drives for data centers. What’s more, theyre also driving up prices. Tan told investors:
We’ve pretty much sold out for calendar year 26. We have firm POs with our top seven customers. And we’ve also established LTAs with two of them for calendar year 27 and one of them for calendar year 28.
Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.
Loading comments
Getting the conversation ready...
Most Popular
Most Popular
- Xbox overhauls its PC, web, and cloud apps with a faster design
- Anker’s new window-mounted camera monitors the outside of your home from within it
- I’ve reviewed almost every Android foldable this year — here’s how the iPhone Duo compares
- After printing 40,000 whistles, this is the 3D printer I’d buy
- The Enough Phone is made by and for people fed up with big screens
