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WDC — Ruslan Averin's Analysis · 1 entries

  1. Western Digital — 2026 HDD Output Is Already Sold Out
    ·5 min read

    Western Digital — 2026 HDD Output Is Already Sold Out

    Ruslan Averin on Western Digital (WDC): the HDD maker rode the memory rally with all 2026 production sold out and cloud now 89% of sales on AI data-center demand.