Western Digital
Western Digital is a leading vertically integrated supplier of hard disk drives. The HDD market is a practical duopoly, with Western Digital and Seagate being the two largest players. Western Digital designs and manufactures its HDDs, with much of the manufacturing and workforce located in Asia. The primary consumers of HDDs are data centers.www.westerndigital.com
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Search complete. 135 mentions across 83 episodes found for "Western Digital".
Sep 24, 2026
Marcus PadleyHOST
IT hardware stocks down.
Marcus PadleyHOST
Dell, IBM, HP, Hewlett-Packard, Western Digital all down 2% to 5%.
Marcus PadleyHOST
European markets down about 0.5%.
Marcus PadleyHOST
Iron ore flat.
MarkHOST
And it's the first one in decades.
MarkHOST
So Western Digital and Seagate have both sold their entire year of hard drive production, all of it.
MarkHOST
Lead times that are running six to 12 months and enterprise drives are quoted out as far as two years.
MarkHOST
Retail prices are up somewhere between 46% and 50% in a matter of months.
39 MINS LATER
ReneeHOST
In a nutshell.
MarkHOST
All right, which brings us to this year, okay, where the price went the other way for the first time in most of our working lives.
MarkHOST
Western Digital and Seagate have sold out of their hard drive production for the year, lead times of six to 12 months, and enterprise drives quoted at up to two years.
MarkHOST
Consumer prices are up somewhere between 46% and 50%.
Rob BlackHOST
Sandisk down five percent.
Rob BlackHOST
Western Digital and CA down four percent.
Rob BlackHOST
Micron down three and a half percent.
Rob BlackHOST
Memory has been one of the biggest beneficiaries of the AI boom, but these stocks have also become incredibly sensitive to expectations.
Morgan BrennanHOST
SK Hynix is down about 2%.
Morgan BrennanHOST
Uh, Micron is down fractionally, and SanDisk, Western Digital as well.
Morgan BrennanHOST
Let's take a look at the Treasury market, what we're seeing with bonds right now, because you can see we're basically stable here, slightly lower, uh, with yields.
Morgan BrennanHOST
US 10-year Treasury yielding 4.95%, Fed sensor two-year Treasury 4.76%, and the 30-year 5.29%.
Bill GundersonHOST
Marvell had a good day.
Bill GundersonHOST
Lamb Research, Western Digital, AMD, another new all-time high.
Bill GundersonHOST
Lisa Sue up there on that balcony, she should have a big T on her jacket.
Bill GundersonHOST
Trillion.
Bill GundersonHOST
Marvell had a good day.
Bill GundersonHOST
Lamb Research, Western Digital, AMD, another new all-time high.
Bill GundersonHOST
Lisa Sue up there on that balcony, she should have a big T on her jacket.
Bill GundersonHOST
Trillion.
GaryHOST
WDC.
GaryHOST
Western Digital.
GaryHOST
Is this one you'll buy the dip on? Because I am adding this to the dip list.
GaryHOST
Buy this under $450.
GaryHOST
Western Digital, the symbol is WDC.
GaryHOST
Add it to the dip list and you'll understand what I'm saying.
GaryHOST
I'm talking in code in a little bit.
GaryHOST
It got you in at 475.
speaker_0HOST
So who's the one worth watching?
speaker_1HOST
WDC, Western Digital, forty-six forty-sixty up three point seven percent.
speaker_1HOST
That's the standout, riding memory and semi strength.
speaker_0HOST
Love it.
John MartinisGUEST
Lincoln Lab is good at the fab, but they have their own processes.
John MartinisGUEST
What we're doing is we're going to the big semiconductor, uh, makers such as, uh, IBM, uh, no, excuse me, such as, um, Applied Materials and Western Digital, who, um, you know, make tools, do processes-
Mikhail ShalaginovHOST
Mm-hmm
John MartinisGUEST
... and using the latest semiconductor processes to, you know, make our, make our devices better.
Troy MillingsHOST
Let's go to storage though, right? Because that's the other component.
Troy MillingsHOST
Western Digital or Seagate? Now let's spice it up a little bit.
CordaeGUEST
Okay.
CordaeGUEST
Um...
CordaeGUEST
I mean, they both are very similar.
CordaeGUEST
If I had to choose, I'm going Western Digital.
CordaeGUEST
It's at a better price point right now.
Troy MillingsHOST
Damn, I agree with you.
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