2026-02-16
Western Digital has no HDD capacity left, as its CEO reveals massive AI-driven deals have consumed available supply. 🔗 https://wccftech.com/... [image]
Counterpoint Research
Analysis: DRAM and NAND memory prices have jumped 600%+ over the past year for routers and set-top boxes, hitting telcos targeting aggressive broadband rollouts
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research.
Western Digital has no HDD capacity left, as its CEO reveals massive AI-driven deals have consumed available supply. 🔗 https://wccftech.com/... [image]
Wccftech
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
2026-02-15
Western Digital has no HDD capacity left, as its CEO reveals massive AI-driven deals have consumed available supply. 🔗 https://wccftech.com/... [image]
Wccftech
Western Digital said on its Q2 earnings call it had “pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue
HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.
2025-11-27
“We see no merit to the allegations involving Wei-Jen, and he continues to have our full support.” Intel has responded to TSMC's official lawsuit against an ex-executive, with CEO Lip-Bu Tan saying that Team Blue “fully supports” the transition of Dr Wei-Jen Lo to his firm. [image]
Bloomberg
Taiwanese prosecutors search Intel executive Wen-jen Lo's homes days after TSMC alleged he leaked sensitive info, suggesting Taiwan is deepening its probe
Prosecutors have searched the homes of a former Taiwan Semiconductor Manufacturing Co. executive suspected of leaking trade secrets to Intel Corp. …
“We see no merit to the allegations involving Wei-Jen, and he continues to have our full support.” Intel has responded to TSMC's official lawsuit against an ex-executive, with CEO Lip-Bu Tan saying that Team Blue “fully supports” the transition of Dr Wei-Jen Lo to his firm. [image]
Reuters
Intel denies allegations in a TSMC lawsuit that former TSMC executive Wei-Jen Lo likely leaked trade secrets after retiring from TSMC and joining Intel
Taiwan prosecutors said on Thursday investigators had raided the homes of a former senior TSMC executive and seized computers …