Western Digital Corp. today reported fiscal second quarter 2025 financial results.

"As we finalize the separation of our businesses, we are confident that both Western Digital and Sandisk will continue driving innovation and providing compelling storage solutions to customers while delivering long-term shareholder value," said David Goeckeler, Western Digital CEO. "We expect that our strong performance in HDD and our strategic approach to managing our Flash business within the New Era of NAND will allow each company to capture the growing demand for storage driven by the AI Data Cycle."

JEDEC Solid State Technology Association, the global leader in the development of standards for the microelectronics industry, today announced the publication of JESD220G: Universal Flash Storage 4.1. In addition, an update to the complementary JESD223F UFS Host Controller Interface (UFSHCI) version 4.1 standard has also been published. Developed for mobile applications and computing systems requiring high performance with low power consumption, UFS 4.1 offers faster data access and improved performance over the earlier version of the standard while maintaining hardware compatibility to UFS 4.0. Both standards are available for download from the JEDEC website.

"JEDEC members are continually innovating to shape the standards that will drive the next generation of mobile devices and advanced applications, and the committee's dedication to ongoing improvements to the UFS series is paving the way for future innovation," said Mian Quddus, Chairman of the JEDEC Board of Directors and the JC-64 Committee for Embedded Memory Storage and Removable Memory Cards.

Western Digital is kicking off the Consumer Electronics Show 2025 (CES 2025) with new SanDisk storage solutions uniquely designed for creators and gaming enthusiasts at home, in the studio and everywhere in between. Whether focusing on producing high-quality content that inspires others or saving content on storage products inspired by the fan-favorite Fortnite Peely character, the latest releases keep speed, capacity, durability and portability top of mind for those who need it most.

A Product Portfolio Dedicated to Elevating and Empowering Content Creators
Developed for creators who are looking to elevate and deliver content that speaks to the world, the SanDisk Creator Series is designed for each step in the creative process, from idea to impact. The series features a tailored, professional-grade collection of products infused with vibrant colors that celebrate creativity and individuality, including the all-new SanDisk Creator Phone SSD with MagSafe compatibility. The SanDisk Creator Series is curated to keep up with the intensity of a demanding workflow and to ignite creative potential:

Micron Technology, Inc. (Nasdaq: MU) today announced it is appointing Mike Cordano as the company's executive vice president of worldwide sales, effective immediately. Cordano will succeed Mike Bokan, who announced a few months ago his intention to retire from Micron in fiscal 2025 after more than twenty-eight years with the company. Bokan will support Cordano over the next several months to ensure a seamless transition. Cordano will report directly to Sanjay Mehrotra, President and CEO of Micron.

Cordano joins Micron with a 30-year track record of success in executive leadership, driving innovative business development, and executing successful go-to-market strategies. His experience includes over 8 years at Western Digital (WD), where he held ever-increasing executive positions, including President and Chief Operating Officer and President of the Hitachi Global Storage Technology (HGST) subsidiary. Immediately before the acquisition by WD, he held the position of Executive Vice President of Sales and Marketing at HGST. Most recently, he was the Founder and Partner of Prime Impact Capital.

TrendForce's latest investigations found that the enterprise SSD market experienced significant growth in 3Q24, driven by robust demand from AI-related applications. Prices surged as suppliers struggled to keep pace with market needs, pushing overall industry revenue up by an impressive 28.6% QoQ. Demand for high-capacity models was especially strong, fueled by the arrival of NVIDIA's H-series products and sustained orders for AI training servers. As a result, the total procurement volume for enterprise SSDs rose 15% compared to the previous quarter.

Looking ahead to 4Q24, TrendForce forecasts a slowdown in enterprise SSD revenue as procurement demand begins to cool. Total procurement volume is expected to dip, with the peak buying period behind and server OEM orders being slightly revised downward. As shipment volume declines, overall industry revenue is also projected to decrease in the fourth quarter.

Western Digital announced it has released several new Flash storage solutions to help pros and consumers get ready for the holidays. Whether looking for the perfect gift, or planning a new venture in the New Year, the innovative products from its award-winning SanDisk and WD_BLACK brands reach new levels of speed, reliability, and capacity, serving a diverse set of digital storage needs.

High Performance, Super Capacity Portable SSDs
The expanded SanDisk portfolio of portable SSDs includes two offerings that feature next-generation SSD speeds and help defy the limits of durability. The new drives are perfect for pros or creators and anyone else who needs to store large amounts of data on the go in the toughest of climates.

Western Digital Corp. today reported fiscal first quarter financial results. "Western Digital's performance in the fiscal first quarter demonstrates our commitment to operational excellence and disciplined capital investment as our focus on lasting quality and reliability, driven by industry leading innovation and a diversified portfolio, has allowed us to target the most attractive end markets to improve profitability." said David Goeckeler, Western Digital CEO.

"The strength of our diversified product portfolio is demonstrated by the rapid emergence of enterprise SSD as a core pillar of growth within our Flash business. The strength of our HDD product portfolio lies in our UltraSMR technology, delivering the industry's highest capacity hard drives with unmatched reliability, quality, and performance, offering a compelling TCO to our customers. With the continued proliferation of the AI Data Cycle, our Flash and HDD product portfolios are well-positioned to capitalize on significant opportunities as adoption continues to grow." continued David Goeckeler.

Since its introduction in 2004, millions around the world have trusted WD My Passport drives to store and back up their lives' most precious memories and valuable data. To commemorate this milestone anniversary of its most popular drive, Western Digital Corp. is launching the WD My Passport Ultra, 20th Emerald Anniversary Edition. Over the lifetime of the My Passport drives, Western Digital has provided approximately 180 exabytes of data storage for users worldwide, equivalent to up to 18 billion hours of HD video, up to 46 trillion photos, or up to 35 trillion songs.

Prior to the initial introduction of the WD My Passport drive, users had limited options when it came to taking important files with them on the go, having to sacrifice a power outlet and downtime to add and transfer data. In 2004, My Passport delivered a streamlined solution: portable products that offered an impressive amount of storage for many types of digital files - including videos, music, photos, and documents. What started as a simple solution with 40 GB capacity has increased by up to 150 times to now having the world's highest capacity 2.5" portable hard drive with 6 TB of storage, meeting the needs of the modern digital consumer.

More than just storage, Western Digital HDDs are key enablers for businesses looking to optimize their infrastructure, lower TCO and future-proof their data strategies. Constantly innovating to meet the needs of our data-driven world, Western Digital (NASDAQ: WDC) today announced that it is now shipping the world's highest capacity UltraSMR HDD with up to 32 TB leveraging the time-tested, reliable energy-assisted PMR (ePMR) recording technology for hyperscalers, CSPs and enterprises. For those who want a drop-in ready HDD for today's data-intensive workloads, the company is also now shipping the world's highest-capacity ePMR CMR HDD with up to 26 TB for enterprise and channel customers. With the world's first commercially available 11-disk design and field-proven technology, these new drives reinforce Western Digital's commitment to delivering HDD technology that raises the bar on capacity, reliability and innovation.

The AI Data Cycle has emerged as a growth driver for the storage industry. As AI systems become more sophisticated, they process and generate vast amounts of data that must be stored efficiently. HDDs play a crucial role in this ecosystem, handling both the input side, where data is gathered, ingested and stored, and the output side, where AI content is generated and preserved. This dual role positions HDDs as a linchpin in the AI Data Cycle, ensuring that data is available when needed and stored with the lowest TCO.

Western Digital Corp. today announced that its PCIe Gen 5 DC SN861 E.1S enterprise-class NVMe SSDs have been certified to support the NVIDIA GB200 NVL72 rack-scale system.

The rapid rise of AI, ML, and large language models (LLMs) is creating a challenge for companies with two opposing forces. Data generation and consumption are accelerating, while organizations face pressure to quickly derive value from this data. Performance, scalability, and efficiency are essential for AI technology stacks as storage demands rise. Certified to be compatible with the GB200 NVL72 system, Western Digital's enterprise SSD addresses the growing needs of the AI market for high-speed accelerated computing combined with low latency to serve compute-intensive AI environments.

Western Digital made a significant change to the way it sells its products, which sees the SanDisk brand return to prominence. The company spun out SanDisk.com as a separate website, with product information, support, and in select regions, online retail, of all its NAND flash-based products, including SSDs, memory cards, USB flash drives, etc. Meanwhile, its main website, WesternDigital.com, now only lists out non-flash products, such as hard disk drives (HDDs), NAS, and other enterprise hardware such as rackmount DAS or NAS.

The decision splits WD's portfolio vertically, regardless of market. SanDisk now includes both client- and enterprise flash-based products, while Western Digital covers both enterprise, SMB, and client HDDs, including HDDs with gamer centric WD_Black branding. Meanwhile, the SanDisk website includes all of Western Digital's flash-based products, including SSDs and portable SSDs that retain the Western Digital brand. So, the easiest way to understand this split would be: if it has disks that spin, find them on WesternDigital.com, and if it's solid-state, find it on SanDisk.com.

Western Digital announced it has expanded its portfolio of Nintendo-licensed SanDisk microSD cards with the launch of new cards inspired by Pokémon, one of the world's most successful entertainment franchises. In partnership with The Pokémon Company International and Nintendo, Western Digital is introducing the SanDisk Pokémon Snorlax microSD Card (1 TB), the SanDisk Pokémon Gengar microSD Card (512 GB) and the SanDisk Pokémon Pikachu microSD Card (256 GB).

Built for the popular Nintendo Switch Systems, the SanDisk Pokémon microSD cards allow users to add games to their libraries instead of doing the extra work of downloading, deleting and re-downloading games to make more space. The unique design of the SanDisk Pokémon card series captures the likeness of iconic Pokémon first discovered in the Kanto region of the Pokémon world, making these cards a must have for fans across the globe.

Western Digital, a leader in Flash and HDD data storage, is unveiling groundbreaking solutions and technology demonstrations at FMS 2024 that raise the bar for performance, capacity and efficiency for transformative AI Data Cycle workloads. These innovations cater to diverse market segments from hyperscale cloud to automotive and consumer storage. Attendees will also gain insights from a keynote address by Rob Soderbery, executive vice president and general manager of Western Digital's Flash Business Unit, on Tuesday at 3 PM. During the keynote, Soderbery will delve into the strategic advancements propelling the future of NAND, AI and data storage from the data center to the edge.

"As AI technologies advance and become increasingly embedded in the world around us, the demand for storage will only continue to grow," said Soderbery. "Western Digital's product and technology roadmaps are strategically aligned to ensure our customers have the most advanced, reliable solutions to stay ahead in the rapidly changing AI landscape. This holistic approach ensures that our customers receive the most power-efficient, high-performing and high-capacity solutions tailored to their specific needs. We are excited to showcase our full range of products and new technologies and demonstrate how they can transform AI now and into the future."

Western Digital Corp. (Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2024 financial results. "Our fourth quarter and fiscal year 2024 results are reflective of the diverse and innovative portfolio we have developed in alignment with our strategic roadmap. Together, with the structural changes we have made to strengthen our operations, we are benefitting from the broad recovery we are seeing across our end markets and structurally improving through-cycle profitability for both Flash and HDD," said David Goeckeler, Western Digital CEO.

"The emergence of the AI Data Cycle marks a transformational period within our industry that will drive fundamental shifts across our end markets, increasing the need for storage and creating new demand drivers. As we look ahead, we are confident in our ability to leverage our technology leadership position to capitalize on these exciting growth opportunities and deliver value for our customers," continued David Goeckeler.

Western Digital stealthily introduced a spacious 8 TB variant of its performance WD Black SN850X M.2 NVMe Gen 4 SSD. The drive debuted in 2022 and had topped off at 4 TB. The new 8 TB variant is priced at $849 for the bare drive (without heatsink, model number WDS800T2X0E), and $899 with the PS5-friendly heatsink (model: WDS800T2XHE). The drive combines an in-house controller by Western Digital, with KIOXIA-sourced 3D TLC NAND flash. We're not sure if it's using the same 112-layer BiCS5 that the 4 TB variant does.

Western Digital claims performance figures of up to 7200 MB/s sequential reads, up to 6600 MB/s sequential writes, and up to 1.2 million IOPS 4K random reads/writes. The read speed is a touch lesser than the 7300 MB/s max sequential reads of the 4 TB variant. The write endurance of the 8 TB variant is rated at an impressive 4,800 TBW. Built in the M.2-2280 form-factor the drive takes advantage of the PCI-Express 4.0 x4 interface. Western Digital is backing these drives with 5-year warranties.

Kioxia presented a technology roadmap at the IWM 2024 conference in Seoul, projecting the development of 1,000-layer 3D NAND by 2027. This ambitious goal is based on extrapolating past trends, which saw NAND layers increase from 24 in 2014 to 238 in 2022. Kioxia's plan involves not only increasing layer count but also shrinking cell size and increasing bit levels from TLC (3 bits per cell) to QLC (4 bits per cell), and possibly even to PLC (5 bits per cell).

However, these advancements come with significant technical challenges. Etching the vertical connecting holes (through-silicon vias or TSVs) are harder to achieve and can lead to higher channel resistance. Kioxia proposes solutions such as using single-crystalline silicon instead of polysilicon and switching from tungsten to molybdenum to reduce resistance. They also suggest moving to multi-lane wordlines to reduce the die area needed for electrical connectivity.

Western Digital has released a new budget friendly SSD that got a serious jump in model number, since the company decided to call it the SN5000. Its predecessor is the SN580 launched just under a year ago and price wise, it's the better option of the two. The new SN5000 uses the same BiCS 5 TLC NAND as the SN580 on the 500 GB to the 2 TB SKU, but according to Anandtech, the 4 TB uses BiCS 6 QLC NAND. The SN5000 is still a PCIe 4.0 x4 NVMe drive, but the overall performance has been significantly improved. If we use the 1 TB SKU for comparison, then the sequential read speeds have gone up by 1 GB/s from 4150 MB/s to 5150 MB/s. The sequential write speed is up 750 MB/s from 4150 MB/s to 4900 MB/s.

As for random performance, the read IOPS are up from 600K IOPS to 730K IOPS and the write IOPS are up slightly from 750K to 770K. The 4 TB QLC SKU is said to deliver even better performance with the exception of the random read IOPS. The 1 TB SKU is said to have a write endurance of 600 TBW, but the 4 TB SKU only offers 1200 TBW. That's 0.33 drive writes per day (DWPD) for the 1 TB SKU vs. 0.16 DWPD for the 4 TB SKU, showing the weakness of the QLC NAND. A new feature for the SN5000 series compared to previous WD Blue NVMe drives is support for TGC Pyrite 2.01 encryption. The WD SN5000-series starts at US$70 for the 500 GB model, going up to US$80 for 1 TB, US$140 for 2 TB and topping out at US$280 for the 4 TB model. WD only seems to have the 500 GB model in stock, with all the others being available in 3-4 weeks time. All SKUs come with a five year warranty.

Fueling the next wave of AI innovation, Western Digital today introduced a six-stage AI Data Cycle framework that defines the optimal storage mix for AI workloads at scale. This framework will help customers plan and develop advanced storage infrastructures to maximize their AI investments, improve efficiency, and reduce the total cost of ownership (TCO) of their AI workflows. AI models operate in a continuous loop of data consumption and generation - processing text, images, audio and video among other data types while simultaneously producing new unique data. As AI technologies become more advanced, data storage systems must deliver the capacity and performance to support the computational loads and speeds required for large, sophisticated models while managing immense volumes of data. Western Digital has strategically aligned its Flash and HDD product and technology roadmaps to the storage requirements of each critical stage of the cycle, and today introduced a new industry-leading, high-performance PCIe Gen 5 SSD to support AI training and inference; a high-capacity 64 TB SSD for fast AI data lakes; and the world's highest capacity ePMR, UltraSMR 32 TB HDD for cost-effective storage at scale.

"There's no doubt that Generative AI is the next transformational technology, and storage is a critical enabler. The implications for storage are expected to be significant as the role of storage, and access to data, influences the speed, efficiency and accuracy of AI Models, especially as larger and higher-quality data sets become more prevalent," said Ed Burns, Research Director at IDC. "As a leader in Flash and HDD, Western Digital has an opportunity to benefit in this growing AI landscape with its strong market position and broad portfolio, which meets a variety of needs within the different AI data cycle stages."

TrendForce reports that a reduction in supplier production has led to unmet demand for high-capacity orders since 4Q23. Combined with procurement strategies aimed at building low-cost inventory, this has driven orders and significantly boosted enterprise SSD revenue, which reached US$3.758 billion in 1Q24—a staggering 62.9% QoQ increase.

TrendForce further highlights that demand for high-capacity, driven by AI servers, has surged. North American clients increasingly adopt high-capacity QLC SSDs to replace HDDs, leading to over 20% growth in Q2 enterprise SSD bit procurement. This has also driven up Q2 enterprise SSD contract prices by more than 20%, with revenue expected to grow by another 20%.

TrendForce reports that adoption of enterprise SSDs by AI servers began in February, which subsequently led to large orders. Additionally, PC and smartphone customers have been increasing their inventory levels to manage rising prices. This trend drove up NAND Flash prices and shipment levels in 1Q24 and boosted quarterly revenue by 28.1% to US$14.71 billion.

There were significant changes in market rankings this quarter, with Micron overtaking Western Digital to claim the fourth spot. Micron benefited from slightly lower prices and shipments than its competitors in 4Q23, resulting in a 51.2% QoQ revenue growth to $1.72 billion in 1Q24—the highest among its peers.

With the explosion of digital content, people need bigger and more robust solutions to help access and preserve it all. Western Digital today is introducing a portable HDD expansion across its WD, WD_BLACK and SanDisk Professional product lineups, boasting the world's highest storage capacity in a 2.5" portable HDD. The WD My Passport portable HDD line, WD_BLACK P10 Game Drive and SanDisk Professional G-DRIVE ArmorATD will all now be available in 6 TB capacities.

"Expanding our portfolio with the world's first 2.5" 6 TB portable hard drive is an incredible technological achievement, and it enables us to continue pushing the boundaries of what's possible," said Nitin Kachhwaha, Director of Product Management at Western Digital. "Offering up to 6 TB in such a small form factor and accessible price point gives everyone - from students, gamers, professional videographers, and more—greater flexibility to create and keep even more of their essential content in one portable drive."

Western Digital Corp. (NASDAQ: WDC) has expanded its SanDisk portfolio with the new 8 TB SanDisk Desk Drive, its highest capacity yet on an external desktop solid state drive (SSD). Featuring the speed and reliability of an SSD, this new class of drives gives content creators and business professionals an easy way to back up and access their high-resolution photos, videos and files quickly in a single, convenient location. From photo and video pros to tech enthusiasts, there are a growing number of digital creators generating massive amounts of content who need flexible high-capacity storage solutions to do more, faster.

"As digital content creation continues to soar, there is an increasing need for high-performing and high-capacity storage solutions to help manage and preserve it. Expanding our SSD portfolio is the first step in offering creators backup solutions that deliver the speed and flexibility they need to unlock their creativity," says Susan Park, Vice President, Consumer Solutions, Western Digital. "By next year, we expect to double the capacity of the SanDisk Desk Drive from 8 TB to 16 TB on a single desktop SSD."

Western Digital Corp. today reported fiscal third quarter 2024 financial results.

"As evidenced by our excellent third quarter results, Western Digital continues improving through-cycle profitability and dampening business cycles by leveraging our strategy of developing a diversified portfolio of industry-leading products across a broad range of end markets," said David Goeckeler, Western Digital CEO. "We are in the early innings of unlocking the full potential of this company, and as industry supply and demand dynamics continue to improve, we will remain disciplined around our capital spending and focused on driving innovation and efficiency across our businesses. We are confident in our strategy and the actions we have taken to-date, which successfully position us to capitalize on the promising growth prospects that lie ahead."

At the NAB Show 2024, in Las Vegas, Western Digital Corp. (NASDAQ: WDC) is unveiling an exciting lineup of technologies and new storage solutions designed for today's and tomorrow's complex media and entertainment (M&E) workflows. Western Digital continues to focus on creating what's next with advanced solutions that address a broad range of growing content needs.

The increasing demand for rich and engaging content, with higher resolutions and more frames per second, is generating the need for faster, more flexible high-capacity storage solutions to help streamline workflows and keep up with high-pressure project demands. For every step of the workflow - from capture and transfer to archive - Western Digital is committed to advancing technology to help professionals and creators get work done faster and more efficiently, ultimately saving time and money, so they can focus on their creativity.

TrendForce reports that anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimize losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilization rates to nearly 90%—a move not widely adopted by their competitors.

TrendForce points out that to meet the demand surge in the second half of the year, especially given Kioxia and Western Digital's currently low inventory, the production increase is mainly targeting 112-layer and select 2D products. This strategy is expected not only to secure profitability within the year but also to contribute to a projected 10.9% rise in the annual NAND Flash industry supply bit growth rate for 2024.