As SanDisk—spun off from Western Digital a year ago—posted strong earnings and extended order visibility, WD said it has secured multiple long-term agreements as well, with ongoing customer talks about contract extensions and even supply inquiries stretching out to 2030, according to Barron’s ...

While memory chipmakers have emerged as the first clear winners of the AI demand surge, the ripple effects are now spreading further down the hardware supply chain, lifting storage-focused players like Seagate and Western Digital. Reuters reported that Seagate on Tuesday forecast third-quarter reven...

While memory giants are reportedly raising DRAM prices by up to 30% in Q4 on strong HBM demand, NAND flash is proving to be just as hot a commodity. According to New Daily, Samsung, SK hynix, and Kioxia are running their SSD production lines at full capacity, with some models now facing delivery del...

With AI driving unprecedented demand for data storage, Western Digital, the world’s largest hard-disk drive (HDD) maker, has announced plans to invest $1 billion in Japan over the next five years, according to Nikkei. CEO Irving Tan, as cited by the outlet, said the investment is aimed at “drivi...

Following SanDisk’s 10% NAND price hike and Micron’s week-long pricing freeze, Western Digital has become the third company to act, notifying customers that it will gradually raise prices on all HDD products effective immediately, according to industry sources. According to the notice spotted...