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Western Digital said on its Q2 earnings call it had "pretty much sold out" its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue (Muhammad Zuhair/Wccftech)

Techmeme [Unofficial] February 15, 2026
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Muhammad Zuhair / Wccftech: Western Digital said on its Q2 earnings call it had“pretty much sold out” its 2026 HDD capacity, and that the consumer sector accounted for 5% of total revenue  —  HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out.

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