Western Digital
PulseAugur coverage of Western Digital — every cluster mentioning Western Digital across labs, papers, and developer communities, ranked by signal.
- parent of SanDisk 100%
- used by Solid State Drive 90%
- competes with SanDisk 70%
- competes with Seagate Technology 70%
- used by hard disk 70%
- competes with Samsung 990 Pro 70%
- used by PCI Express 4.0 70%
- competes with Kioxia 70%
- competes with Toshiba 60%
- competes with Crucial 60%
- uses Solid State Drive 60%
- affiliated with SanDisk 50%
- 2026-07-19 product_launch Western Digital showcased new HDD technologies and product roadmaps at WAIC 2026, aiming to support the growing demands of AI infrastructure. source
7 day(s) with sentiment data
-
HDD industry revenue to exceed $30B in 2026 amid AI demand and tech advances
The Hard Disk Drive (HDD) industry is experiencing a resurgence, with revenues projected to exceed $30 billion in 2026, a level not seen since 2014. This growth is driven by advancements in areal density, with laborator…
-
AI component crisis drives SSD prices up over 220%
SSD prices have seen dramatic increases over the past year, with some drives tripling in cost. This surge is attributed to the ongoing AI component crisis, which has also impacted RAM pricing. Even SATA drives have expe…
-
AI stock sell-off deepens as chip firms plunge on investor jitters · 3 sources tracked
Major technology and chip stocks experienced a significant downturn across US, Asian, and European markets, driven by investor concerns over the high costs and uncertain returns of artificial intelligence investments. T…
-
Apple Hits $5 Trillion Valuation Amid AI Stock Sell-Off · 2 sources tracked
Apple has surpassed a $5 trillion valuation, becoming the second company ever to do so, driven by strong product demand and a strategic decision to avoid the costly AI spending race. This milestone occurred amidst a bro…
-
AI token costs plummet, squeezing margins for enterprise providers
Enterprise AI providers are experiencing a significant margin squeeze due to plummeting token costs and decreased customer spending. Companies are increasingly opting for less expensive AI models, including those from C…
-
Repurpose old drives for external storage amid AI-driven price hikes
With external SSD prices soaring due to AI-driven demand, a new article from Tom's Hardware explores repurposing older internal drives as external storage. The test involves using SATA SSDs, NVMe drives, and even tradit…
-
AI Boom Propels Six 'Old Economy' Stocks Past $100 Billion Valuation
Several formerly overlooked companies have experienced a dramatic surge in market capitalization, exceeding $100 billion, largely due to the AI boom. These "AI Centurions" include GE Vernova, Seagate Technology, Vertiv,…
-
US Stocks Mixed as Tech Sectors Decline, Tesla Sees Major Weekly Drop
The US stock market saw mixed results, with the Nasdaq Composite falling 0.64% and ending the week down 2.13%. The S&P 500 edged up 0.05% for the day but declined 0.61% weekly, while the Dow Jones Industrial Average ros…
-
SanDisk stock surges 574% on AI-driven demand for high-speed storage
SanDisk's stock has experienced a significant surge, driven by the AI boom's demand for high-performance storage solutions. The company's enterprise solid-state drives, utilizing BiCS8 storage chips, are in high demand …
-
Silicon Motion developing PCIe Gen7 controllers, eyes Nvidia's Storage Next
Silicon Motion's enterprise business unit is actively developing controllers for PCIe Gen7, indicating a forward-looking strategy in the data center storage market. The company, relatively new to this segment, has alrea…
-
AI Value Capture Shifts: From Infrastructure to Model Labs
SemiAnalysis reports that the AI industry's value capture is shifting from infrastructure providers to model labs. While 2023-2025 saw significant gains for companies like TSMC and NVIDIA due to infrastructure build-out…
-
AI workloads to drive HDD unit shipment growth, driven by manufacturing expansion
Hard disk drive (HDD) unit shipments are projected to increase, driven by the growing demand for AI workloads. While companies like Seagate Technology and Western Digital have recently focused on total storage capacity …
-
SK Hynix seeks $29B US listing to tap AI chip investor frenzy
SK Hynix is planning a significant $29 billion listing on the Nasdaq, aiming to attract U.S. investors interested in the booming AI chip market. This move is intended to improve the company's valuation, which has histor…
-
China's AI computing focus shifts to system-level efficiency at WAIC 2026
The WAIC 2026 conference highlighted a shift in AI computing from single-chip performance to system-level efficiency, focusing on "supernodes" and optical interconnects to overcome physical limitations. Companies like H…
-
Chipmaker stocks surge amid AI boom, while software giants falter · 1 source tracked
In the first half of 2026, investors heavily favored chipmakers involved in the AI boom, leading to significant stock price surges for companies like Samsung, SK Hynix, SanDisk, Western Digital, Micron, and Seagate Tech…
-
Tom's Hardware Readers Clicked Most on Portable Displays, Switch 2, and SSDs During Prime Day
During Amazon Prime Day, Tom's Hardware readers showed significant interest in portable displays, DVD burners, and the Nintendo Switch 2, alongside deals on Western Digital and Samsung SSDs. Despite a general slowdown i…
-
Framework Laptop 13 Pro DIY Edition gets cheaper SSDs, but CPU prices may rise
Framework has reduced the price of its Laptop 13 Pro DIY Edition by incorporating cheaper PCIe 5.0 SSDs from ADATA. Customers who pre-ordered with a 500GB drive will receive a free upgrade to a 1TB drive, with a new 2TB…
-
Tech stocks tumble amid AI bubble fears, impacting chipmakers
Technology stocks experienced a significant downturn on Tuesday, with the Nasdaq Composite Index falling 2.5% and the S&P 500 down 1%, driven by concerns over an AI bubble. Memory chip and data storage companies were pa…
-
Amazon Prime Day 2026: Deep discounts on gaming PCs, laptops, SSDs, and RAM
Amazon Prime Day 2026 is offering significant discounts on a wide range of PC hardware, including gaming laptops, pre-built gaming PCs, SSDs, and RAM. Deals are available from major retailers like Amazon, Best Buy, and …
-
Prime Day SSD Deals Emerge Amidst AI Component Shortages
Several retailers are offering significant discounts on SSDs ahead of Amazon Prime Day, with prices driven up by AI component shortages. Tom's Hardware highlights a 4TB Team Group T-Force G50 M.2 SSD for $399, noting it…