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WDC strengthens HDD market lead with new HAMR tech and cloud-driven revenue growth.

Market News
27 Mar 2026
Seeking Alpha
View Source
Bullish
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Western Digital (WDC) maintains a strong position in the hard disk drive (HDD) market, with upcoming high-capacity HAMR HDDs expected to compete closely with Seagate's products. The company's revenue is increasingly driven by its cloud segment, which now accounts for 87.6% of total revenue, boosting both sales and profit margins through higher average selling prices and economies of scale. Despite risks from customer concentration, secured orders and technological progress support confidence in sustained growth through 2028.

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