Western Digital says top customers' orders reach 2030, HAMR drives ship next year
10/23/2026 — 10/23, 17:23·2 sources (all)·2 reports (all)
Key takeaways
- On its earnings call Western Digital said AI-driven storage demand lifted fiscal Q1 2027 revenue to $4.381 billion, up 55% year over year, w…
On its earnings call Western Digital said AI-driven storage demand lifted fiscal Q1 2027 revenue to $4.381 billion, up 55% year over year, with guidance well above expectations. Management said order visibility from its seven largest customers extends to 2030-2031, and that next-generation HAMR drives will enter mass production in the first half of next year.
Latest turnWestern Digital's CEO said on an earnings call that AI is fundamentally a data system, and every workload generates massive amounts of data, creating a more durable opportunity for HDDs than compute. The company's top seven customers have order visibility extending to 2030-2031.
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Western Digital's CEO said on an earnings call that AI is fundamentally a data system, and every workload generates massive amounts of data, creating a more durable opportunity for HDDs than compute. The company's top seven customers have order visibility extending to 2030-2031.
cnBetaAI score 52Western Digital said AI-driven storage demand helped push revenue to $4.381 billion in its fiscal 2027 first quarter, up 55% year over year, with guidance well above expectations. According to Wallstreetcn, management said order visibility from its top seven customers now extends to 2030-2031, and its next-generation HAMR drives will enter mass production in the first half of next year.
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