Western Digital Corporation

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Western Digital is a major data storage company producing hard disk drives and flash-based solid-state drives, with its SanDisk brand being one of the most recognized names in consumer storage.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($13.0B)

Data statis (memuat keuangan langsung…)

Cloud (50%)

Client (30%)

Consumer (20%)

Komposisi segmen dan pelanggan utama

Detail produk

Cloud Storage50%

High-capacity HDDs and enterprise SSDs for hyperscale data centers

Client Devices30%

SSDs and HDDs for PCs, gaming consoles, and embedded systems

Consumer Solutions20%

WD and SanDisk branded portable drives, flash drives, and memory cards

Hubungan Rantai Pasok

Pesaing

Seagate Technology Holdings plc

Hard disk drives for data centers

Dampak: Primary HDD competitor

NAND flash and SSDs

Dampak: Major NAND competitor

Pelanggan Utama

Amazon.com (AWS)

Cloud storage drives for AWS

Dampak: High — hyperscale customer

Konteks makro dan pasar

반도체Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Info Perusahaan

Kantor Pusat

San Jose, California, USA

Didirikan

1970

Karyawan

51,000+

Situs Web

westerndigital.com

Gambaran umum sektor — 반도체

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