Hard Drive Manufacturers Western Digital and Seagate Report 2026 Production Already Sold Out
By
layer8
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Summary
Western Digital and Seagate, two of the three major hard drive manufacturers, have confirmed they have already sold out or nearly sold out their production capacity for 2026. The CEOs made these statements during analyst conferences, confirming speculation from September 2025. Hyperscalers (large cloud service providers) are driving this demand, securing hard drives well in advance and causing price increases that are also affecting SSDs. The situation is likely similar for Toshiba, the third major manufacturer.
Key quotes
· 4 pulledWith Western Digital and Seagate, two of the three remaining hard drive manufacturers worldwide have confirmed that they have already sold their production quotas for 2026 completely or almost completely.
The statements come from the company CEOs in the analyst conferences on the latest business reports. They thus confirm speculation from September 2025.
And there are already initial agreements for the year 2026. They largely come from hyperscalers who want hard
Hyperscalers are tearing hard drives out of the hands of manufacturers. Prices are therefore also rising for SSDs.
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