Western Digital https://gridtochip.site/companies/western-digital News and posts about Western Digital on GridToChip Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output https://www.digitimes.com/news/a20261023VL207/western-digital-data-storage-capacity-growth-price-toshiba.html Fri, 23 Oct 2026 02:10:18 GMT Western Digital plans to increase pricing and density of its HDDs rather than building new capacity, relying on HAMR adoption while Toshiba aims to double its output. (DigiTimes) Western Digital argues AI's longer payoff lies in stored data, not compute https://www.digitimes.com/news/a20261023VL206/western-digital-data-demand-capacity-gpu.html Fri, 23 Oct 2026 01:59:00 GMT Western Digital stated that the demand for hard drives is sustained by multiple sources, including cloud services, model training, inference, and physical AI, rather than being solely reliant on the current AI compute spending. (DigiTimes) Western Digital widens margins on pricing and exabyte growth https://www.digitimes.com/news/a20261023VL201/western-digital-growth-demand-business-sales.html Fri, 23 Oct 2026 01:31:05 GMT Western Digital reported a significant increase in its hard-drive business gross margin for the first quarter due to pricing and increased demand. (DigiTimes)