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Western Digital Corporation

WDCsupplier

Western Digital is a major data storage company producing hard disk drives and flash-based solid-state drives, with its SanDisk brand being one of the most recognized names in consumer storage.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($13.0B)

Static data (loading live financials…)

Cloud (50%)
Client (30%)
Consumer (20%)

Segment Breakdown & Key Customers

Product Details

Cloud Storage50%

High-capacity HDDs and enterprise SSDs for hyperscale data centers

Client Devices30%

SSDs and HDDs for PCs, gaming consoles, and embedded systems

Consumer Solutions20%

WD and SanDisk branded portable drives, flash drives, and memory cards

Supply Chain Relationships

Competitors

Seagate Technology Holdings plc

Hard disk drives for data centers

Impact: Primary HDD competitor

mu

NAND flash and SSDs

Impact: Major NAND competitor

Key Customers

Amazon.com (AWS)

Cloud storage drives for AWS

Impact: High — hyperscale customer

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Western Digital Corporation.

Company Info

Headquarters

San Jose, California, USA

Founded

1970

Employees

51,000+

Sector Overview — 반도체

Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Key Themes

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Upcoming Catalysts

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표