WD and Seagate confirm: Hard drives for 2026 sold out
Summary
WD and Seagate have confirmed that their 2026 HDD production quotas are sold out or nearly sold out, a trend likely mirrored by Toshiba. Hyperscalers driving AI workloads are pushing demand for high-capacity drives, with nearline HDDs accounting for a large share of Seagate's sales. Prices for HDDs and SSDs have risen in retail, impacting enterprise procurement and long-term capacity planning.