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Western Digital is sold out of hard drives for all of 2026

Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place

tomshardware.com

February 17, 2026

7 min read

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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.

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