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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產品與營收

產品營收佔比

營收結構 ($13.0B)

靜態數據（加載即時財務…）

Cloud (50%)

Client (30%)

Consumer (20%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Seagate Technology Holdings plc

Hard disk drives for data centers

影響: Primary HDD competitor

NAND flash and SSDs

影響: Major NAND competitor

主要客戶

Amazon.com (AWS)

Cloud storage drives for AWS

影響: High — hyperscale customer

宏觀與市場背景

반도체行業新聞

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

近期催化劑

◆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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企業資訊

總部

San Jose, California, USA

成立時間

1970

員工人數

51,000+

官網

westerndigital.com

行業概況 — 반도체

行業新聞