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WD and Seagate confirm: Hard drives sold out for 2026
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Overview
Western Digital and Seagate have confirmed that they have sold out their production quotas for hard drives for 2026. The demand from hyperscalers is driving up prices for SSDs as well.
Summary from heise.de.
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Hacker News · heise.de
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Based on 5 sampled comments from this thread. Analyzed 2026-02-17.
- Praise: The shortage may force developers to optimize their applications, leading to more efficient use of resources and smaller binaries, which could benefit the industry long-term.
- Praise: Once manufacturing capacity increases, we may see lower prices for hard drives, especially if there's a shift in the market dynamics due to an AI crash.
- Concern: The dominance of hyperscalers over the supply chain raises concerns that personal computing could become a luxury, limiting access for average users.
- Concern: The ongoing hardware shortages, including hard drives, GPUs, and RAM, indicate a troubling trend that could impact future computing capabilities.