Muhammad Zuhair / Wccftech:
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue — HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
Muhammad Zuhair / Wccftech:
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue — HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
Source: TechMeme
Source Link: http://www.techmeme.com/260215/p6#a260215p6