Lates News

Western Digital: Expects capital expenditure as a percentage of revenue to average 4%-6% over the next five years, and to be moderately above that level over the next two years. Expects that by the second fiscal quarter, it will account for nearly 30% of nearline HDD shipments; by the third fiscal quarter it will reach 50%. On track to begin shipping in the first half of calendar year 2027. Seeing stronger demand beyond cloud and hyperscale cloud services. Entering enterprise environments and newer end markets. The 40TB EPMR will have a strong start.