Higher Capacity HDDs Drive Western Digital's Revenue Growth

Key Takeaways Western Digital shipped 204 exabytes in fiscal Q1, up 23% year over year, driven by rising hyperscale demand.WDC saw customers shift to higher-capacity HDDs, with 2.2M ePMR-based units shipped in the September quarter.Western Digital advanced HAMR, with top seven customers placing orders into 2026 and one securing 2027 supply.Western Digital Corporation’s ((WDC) HDD business is emerging as a solid revenue growth driver, supported by a sustained shift toward higher-capacity drives and rising ex ...