Company coverage · TECHNOLOGY
Western Digital Corporation WDC
COMPUTER HARDWARE coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.
Connected surface
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-07-15T00:00:00. Position gain/loss: —.
19 trade records · 0 option records · 2025-10-10 → 2026-07-16Enterprise HDDs are ~7x cheaper than equivalent SSDs, making them the only viable option for exascale AI data center storage. 48% of Nearline exabyte market, 62.83% HDD share (vs. Seagate's 37.17%). Deep patent portfolios in magnetic recording. Adva…
Post flash spin-off (February 2025), focused exclusively on HDD manufacturing in Thailand, Malaysia, and China. Facilities recognized by WEF Global Lighthouse Network. Fully booked through 2026. Capital-intensive, specialized, and difficult to repli…
Growth. HAMR technology production ramp captures exascale AI data center storage demand where enterprise HDDs remain 7x cheaper per TB than SSDs. Primary assets. HDD manufacturing plants (Thailand, Malaysia, China), HAMR technology patents, 62.83% H…
Append-only ticker entries from the internal coverage database.
- SW 20 : HW 80
Growth. HAMR technology production ramp captures exascale AI data center storage demand where enterprise HDDs remain 7x cheaper per TB than SSDs. Primary assets. HDD manufacturing plants (Thailand, Malaysia, China), HAMR technolo…
- Strong
Post flash spin-off (February 2025), focused exclusively on HDD manufacturing in Thailand, Malaysia, and China. Facilities recognized by WEF Global Lighthouse Network. Fully booked through 2026. Capital-intensive, specialized, an…
- Moderate
Enterprise HDDs are ~7x cheaper than equivalent SSDs, making them the only viable option for exascale AI data center storage. 48% of Nearline exabyte market, 62.83% HDD share (vs. Seagate's 37.17%). Deep patent portfolios in magn…
Enterprise HDDs are ~7x cheaper than equivalent SSDs, making them the only viable option for exascale AI data center storage. 48% of Nearline exabyte market, 62.83% HDD share (vs. Seagate's 37.17%). Deep patent portfolios in magnetic recording. Advancing HAMR technology. However, the moat is cyclical (built on artificial supply constraints) and HDD demand i…
Post flash spin-off (February 2025), focused exclusively on HDD manufacturing in Thailand, Malaysia, and China. Facilities recognized by WEF Global Lighthouse Network. Fully booked through 2026. Capital-intensive, specialized, and difficult to replicate quickly.
- manual · sw-hw
Growth. HAMR technology production ramp captures exascale AI data center storage demand where enterprise HDDs remain 7x cheaper per TB than SSDs. Primary assets. HDD manufacturing plants (Thailand, Malaysia, China), HAMR technolo…
- manual · physical-assets
Post flash spin-off (February 2025), focused exclusively on HDD manufacturing in Thailand, Malaysia, and China. Facilities recognized by WEF Global Lighthouse Network. Fully booked through 2026. Capital-intensive, specialized, an…
- manual · moat
Enterprise HDDs are ~7x cheaper than equivalent SSDs, making them the only viable option for exascale AI data center storage. 48% of Nearline exabyte market, 62.83% HDD share (vs. Seagate's 37.17%). Deep patent portfolios in magn…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-16 | SELL | Equity | +22% |
| 2026-07-15 | SELL | Equity | +100% |
| 2026-07-15 | SELL | Equity | +30% |
| 2026-07-15 | SELL | Equity | +25% |
| 2026-07-09 | SELL | Equity | +9% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-08 | BUY | Equity | +0% |
| 2026-01-07 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +0% |
| 2025-12-02 | BUY | Equity | +0% |
| 2025-12-01 | BUY | Equity | +0% |
| 2025-11-17 | BUY | Equity | +0% |
| 2025-11-14 | BUY | Equity | +0% |
| 2025-11-06 | BUY | Equity | +0% |
| 2025-11-04 | BUY | Equity | +0% |
| 2025-11-03 | BUY | Equity | +0% |
| 2025-10-31 | BUY | Equity | +0% |
| 2025-10-24 | BUY | Equity | +0% |
| 2025-10-10 | BUY | Equity | +0% |