Hard Drive Manufacturer
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40% global HDD market share, sole shipper of HAMR drives
Western Digital announced on February 16, 2026, that its entire hard drive production for the year is sold out, with long-term agreements extending into 2028. This isn't a temporary squeeze: the company's top seven customers—primarily hyperscalers building AI data centers—have locked up nearly half the world's HDD supply years in advance. Lead times for enterprise drives have stretched from weeks to over 52 weeks, and prices have climbed 46% since September.
Updated Feb 16
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