Western Digital is sold out of hard drives for all of 2026
tomshardware.com
February 17, 2026
7 min read
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44/100
Summary
Western Digital has sold out of hard drives for all of 2026. Long-term agreements for hard drives in 2027 and 2028 are already in place, according to CEO Irving Tan.
Key Takeaways
- Western Digital has sold out of hard drives for all of 2026 and has established long-term agreements for 2027 and 2028 with some customers.
- The company's revenue is primarily driven by its Cloud business, which accounts for 89% of total revenue, while the consumer business contributes only 5%.
- The average price of hard drives has increased by 46% since September 2025 due to high demand from AI infrastructure and data center needs.
- The ongoing shortages in PC hardware, including hard drives, are expected to worsen as demand continues to rise in the AI sector.
