Western Digital Corporation

WDCsupplier

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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产品与营收

产品营收占比

营收构成 ($13.0B)

静态数据（加载实时财务…）

Cloud (50%)

Client (30%)

Consumer (20%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Seagate Technology Holdings plc

Hard disk drives for data centers

影响: Primary HDD competitor

NAND flash and SSDs

影响: Major NAND competitor

主要客户

Amazon.com (AWS)

Cloud storage drives for AWS

影响: High — hyperscale customer

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

San Jose, California, USA

成立时间

1970

员工人数

51,000+

官网

westerndigital.com

行业概况 — 반도체

行业新闻