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Western Digital's HDD production for 2026 is already sold out
- This year, Western Digital disclosed during its latest quarterly earnings call that calendar 2026 is effectively fully booked, and supply pressures now affect hard disk drives, CEO Irving Tan said.
- AI data-center providers are pre-purchasing HDDs years ahead, with most 2026 production allocated to seven top clients as Western Digital focuses on magnetic drives.
- Purchase records indicate cloud clients make about 89% of revenue, regular consumers 5%, and customers pre-purchased several exabytes of capacity including top-seven client orders.
- Consumers face limited access to WD hard drives as manufacturers prioritize AI clients, which analysts warn could raise PC prices by at least 15% and smartphone prices by about 10% this year.
- WD is ramping production of high-capacity HDDs and has signed long-term agreements with two customers for 2027 and one for 2028; CFO Kris Sennesael expects demand to keep rising soon.
13 Articles
13 Articles
Western Digital's HDD production for 2026 is already sold out
Western Digital has already sold out its entire HDD manufacturing capacity for the year, and it's only February. According to CEO Irving Tan, 2026 is effectively fully booked. AI companies are purchasing storage drives that have yet to be manufactured, and relief for traditional customers is unlikely anytime soon –...Read Entire Article
AI boom triggers hard drive shortage — Western Digital says supply is gone for 2026
AI hard drive shortage 2026: Western Digital has sold out its hard drive storage capacity for 2026 amid booming demand from AI companies, leading to potential price increases and shortages for consumers looking to buy new hard drives.
Western Digital Sells Out Entire 2026 Hard Drive Inventory as AI Datacenters Gobble Up Supply
Western Digital, one of the world's largest hard drive manufacturers, has completely sold out its storage capacity for 2026 with more than ten months remaining in the year, driven by overwhelming demand from AI companies.
Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”
Western Digital CEO Irving Tan told investors the company is “pretty much sold out” of hard drives for 2026, with firm orders from top customers and contracts into 2028, according to weekend reports. U.S. markets are closed Monday for Washington’s Birthday; trading resumes Tuesday. Western Digital shares ended Friday at $281.58, down 0.9%. The company will present at the Morgan Stanley TMT conference on March 3. The post Western Digital stock se…
Western Digital reveals that its 2026 supply of HDDs is nearly sold out, with consumer product sales accounting for just 5% of total sales due to explosive AI demand
Western Digital , a manufacturer and seller of storage devices such as HDDs and flash memory, has revealed that its 2026 supply of HDDs has almost sold out. This is due to demand for AI, but as a result, consumer products account for just 5% of Western Digital's sales. Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead https://www.tweaktown.com/news/110168/western-digital-runs-out-of-hdd-capacity-ceo-…
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