Western Digital

Western Digital is a leader in the Memory segment of the semiconductor & AI supply chain, headquartered in San Jose.

Hard disk drive maker; refocused on HDDs after spinning off its NAND/flash business as SanDisk in February 2025.

Ticker
NASDAQ: WDC
Headquarters
San Jose
Founded
1970
Employees
76,449
Revenue
$12.9B (FY2026) · +35.7% YoY
Net income
$9.4B
Operating margin
34.5%
Market position
leader
Value-chain segment
Memory Modules & Storage
Key products
Ultrastar data-center HDDs, WD Red / WD Black internal HDDs, WD Purple surveillance HDDs, My Passport external drives

About Western Digital

Western Digital, headquartered in United States, operates in the Memory Modules & Storage segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Ultrastar data-center HDDs, WD Red / WD Black internal HDDs, WD Purple surveillance HDDs, My Passport external drives.

Role in the chain

Western Digital is a market leader in Memory (Memory Modules & Storage), headquartered in United States. Hard disk drive maker; refocused on HDDs after spinning off its NAND/flash business as SanDisk in February 2025.

Diligence questions

  1. Western Digital is positioned as a leader in Memory. How replaceable is this vendor on the process step you are buying?
  2. Western Digital is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  3. Western Digital trades as NASDAQ:WDC. What does the latest reported period say about capacity and backlog versus the graph position above?
  4. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Western Digital

Key products

  • Ultrastar data-center HDDs
  • WD Red / WD Black internal HDDs
  • WD Purple surveillance HDDs
  • My Passport external drives

More Memory companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Western Digital — supply chain, financials & market position”, https://wafergraph.com/company/western_digital (data as of 2026-10-04).

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