More troubling is the existing severe limitations in the HDD market, mirroring conditions across the memory sector. Western Digital's chief executive Irving Tan verified during the firm's Q2 2026 financial report that WD has exhausted its 2026 hard drive inventory, with extended contracts covering 2028. Approximately 89% of WD's HDD earnings now originate from cloud clients, and prices have risen by an average of 46% since September 2025. The helium shortfall exacerbates these production and pricing challenges atop current demand pressures.
Identifier: 20 J. Bowen
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