Western Digital: HAMR Commercialization Is Not Too Far

  • Western Digital is positioned for long-term growth, driven by AI and cloud computing's data explosion. The company has recovered from a downturn caused by falling Flash memory prices and is advancing toward HAMR commercialization by 2026. While Seagate has a first-mover advantage with HAMR, Western Digital is closing the gap due to booming hyperscaler demand.