Analysis: Western Digital Corporation

US:WDC

Why is Western Digital Corporation stock rising?

  • Next-generation 40-terabyte ePMR drives are expected to reach 50% of nearline bits by fiscal Q3 2027.
  • 44-terabyte HAMR drives are expected to ship and ramp in the first half of calendar 2027.
  • UltraSMR adoption is expected to reach about 60% of nearline exabyte shipments by the exit of fiscal 2027.
  • High-bandwidth drives are now sampling with five customers and target up to 8x throughput without higher power draw.
  • 50-terabyte products are scheduled for the second half of calendar 2027, extending the capacity roadmap beyond HAMR.

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