Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call, the company said it will keep raising price per terabyte, pack more data into each drive, and spend its capital on recording heads and disk media rather than assembly capacity. That leaves its growth dependent on how quickly it moves to heat-assisted magnetic recording (HAMR), a technology in which Seagate is already shipping at scale.
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