US EditionThanks a Lot, AI: Hard Drives Are Already Sold Out for the Entire Year, Says Western Digital
9 Articles
9 Articles
Western Digital Is Running Out of HDD Capacity: Expect Price Hikes
TECH NEWS – If a major manufacturer admits that artificial intelligence is gobbling up everything, we’ll be the ones paying for it again… According to Western Digital‘s CEO, one of the world’s largest manufacturers is starting to run out of HDD capacity as major long-term agreements (LTAs) have been signed. The current AI supercycle has disrupted supply chains – we’ve already talked about DRAM and NAND, and it now looks like demand for HDDs is…
After so many rumors and leaks, Western Digital (WD) has taken a step forward and claimed that its capacity to manufacture hard disks (HDD) for the entire calendar year 2026 is practically compromised. It was the company’s own CEO, Irving Tan, who indicated that all the company’s production by 2026 is already practically sold. Specifically, all 2026 production has been absorbed by only seven major customers, which have also concluded long-term a…
Anyone currently looking for storage should keep an eye on the market. The hype surrounding artificial intelligence isn't just causing shortages of chips, but is now having a major impact on the storage market. Irving Tan, the CEO of Western Digital, has... [Link to article: Western Digital: Hard drive capacity fully booked for 2026]
Those who plan to buy large hard disks in 2026 may have to go deep into their pockets. Western Digital reports a sale of all HDD capacities for the current year. The huge hunger of the AI industry is likely to mean further price increases for end customers. (Read more)
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