Western Digital - AI Boom Fuels Strongly Rising HDD Demand!
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Business drivers: Western Digital (WDC) has primarily specialized in memory chips and HDD hard drive solutions. Thanks to the AI boom, the company is currently benefiting massively from the exponentially increasing demand for HDDs in data centers, which are equipped with modern technologies such as ePMR drives (energy-assisted Perpendicular Magnetic Recording). These enable higher storage density and improved energy efficiency and thus form a key component for hyperscalers and cloud operators, who need to continuously expand their storage capacities...
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