Western DigitalWDC

Data storage devices

Western Digital is a leading maker of nearline hard disk drives for cloud and AI data centers, having separated its NAND flash business (Sandisk) in February 2025. It is extending energy-assisted perpendicular magnetic recording (ePMR) to 40TB drives while preparing its own HAMR transition, with 44TB HAMR shipments targeted for the first half of 2027. Its fiscal fourth-quarter 2026 revenue rose 44% year over year and GAAP gross margin reached 54.1%.

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Featured · Deals

Solidigm's IPO ceiling fell $50 billion in three days. SK Hynix's new US holders took the hit

Bloomberg's weekend confirmation carried a ceiling of as much as $100 billion, a third below the $150 billion figure Reuters printed on Friday, and SK Hynix had its worst session in two weeks. The listing would run through a US subsidiary that keeps Solidigm a grandchild of the Seoul parent.

September 28, 2026 · 3 min read

Hardware
AI Needs More Storage. These Four Stocks Get Paid Differently.
Seagate's Mozaic 4+ hard drive does something unfashionable in an industry obsessed with faster chips: it makes room. In March 2026, Seagate said its platform, supporting drives up to 44 terabytes, was qualified and in production with two hyperscale customers. By July, the financial attraction of that unglamorous job was becoming harder to miss. [1][2]
September 17, 2026 · 6 min read

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Latest on Western Digital

Solidigm's IPO ceiling fell $50 billion in three days. SK Hynix's new US holders took the hit

AI Needs More Storage. These Four Stocks Get Paid Differently.