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The themes Western Digital is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$3.92TA+
AVGOBroadcom Inc.$1.66TA+
MUMicron Technology, Inc.$880.4BA+
AMDAdvanced Micro Devices, Inc.$876.1BA+
TXNTexas Instruments Inc.$277.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Cloud storage drives89%
- Client Devices drives6%
- Consumer external drives5%
売上構成比はQ4 fiscal 2026の推計であり、提出された報告書の数字ではありません。
競合
- STXSeagate Technology Holdings plcA
- 規模
- $121.3B
- 利益率
- 31.9%
- Toshiba Electronic Devices & Storage Corporation
- SSNLFSamsung Electronics Co., Ltd.
- MUMicron Technology, Inc.A
- 規模
- $880.4B
- 利益率
- 63.8%
- KXIAKioxia Holdings Corporation
何を売っているか6
High-capacity enterprise hard disk drives
Drives used in cloud data centers, enterprise storage systems, and smart video systems to store large amounts of data for long periods.
Desktop and notebook hard disk drives
Drives supplied to computer makers and sales-channel customers for use in desktop and notebook computers.
External storage drives
Drives sold through retail and channel partners for people to store personal files and other content.
さらに3件を表示
ePMR enterprise drives
Drives using energy-assisted perpendicular magnetic recording (ePMR); shipments of models with capacity up to 40 terabytes began in Q4 fiscal 2026 (high).
HAMR enterprise drives
Drives using heat-assisted magnetic recording (HAMR); Western Digital said it planned to ship models with capacity up to 44 terabytes (plan stated August 2026, medium).
High-bandwidth hard disk drives
Drives designed to move data faster for demanding workloads; Western Digital said it was testing samples with customers.
誰が買っているか6
- Cloud service providers and large data center operators buy high-capacity drives, often through long-term agreements.
- Neocloud companies and artificial intelligence labs buy drives for data storage.
- Computer makers buy drives for desktop and notebook computers.
さらに3件を表示
- Enterprise storage-system makers buy drives for storage systems used by businesses.
- Resellers, distributors, and retailers buy drives for resale to businesses and consumers.
- Consumers buy external drives through retail and other sales partners.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1A large part of the business serves cloud customers, so changes in their data-center purchases can affect sales.
- 2Western Digital relies on outside suppliers for many components and materials, and says some components come from a limited number of suppliers.
- 3The company makes most of the recording heads and magnetic media used in its drives itself, making production dependent on its own manufacturing operations and technology development.
うまくいかなくなる可能性
- 1Losing sales to a major cloud customer, or a change in that customer's data-center plans, could reduce revenue.
- 2Delays or problems in developing and introducing new drive technologies could make it harder to meet customers' capacity needs or compete with other storage products.
- 3A disruption at a limited-source supplier could restrict access to components or services needed to make and test drives.
Western Digital Corp.について
Western Digital designs and makes hard disk drives (HDDs), which store data on spinning magnetic disks. Cloud data centers and enterprise storage companies use its high-capacity drives to keep large amounts of data; computer makers use its drives in desktop and notebook computers. The company also sells external drives for personal storage through retail and distribution partners.
- 本社
- San Jose, California, United States
- 設立
- 1970
- 従業員数
- approximately 40,000 (end of fiscal 2026, high)
- 上場市場
- Nasdaq
- 決算期
- July 3 (fiscal 2026, high)
Western Digital Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。