Western Digital issued a price adjustment letter, and both HDD and SSD hard drive businesses experienced supply shortages

According to news from this site on April 9, storage giant Western Digital publicly confirmed for the first time on April 8 that due to the AI ​​wave, major customers have increased their demand for large-capacity hard drives. Its mechanical hard drives (HDD) and solid-state drives (SSD) ) business has experienced supply shortages.

Western Digital has officially sent a letter to its customers, notifying that it will adjust the prices of NAND flash memory and hard disk products. The screenshot attached to this site is as follows:

Western Digital said that demand for flash memory and hard disk products has exceeded expectations, leading to tight supply. These challenges facing the electronics industry supply chain further impact product availability. This quarter, they will continue to adjust prices for flash memory and hard drive products, with some changes taking effect immediately.

# Western Digital admitted that it will adjust product prices more frequently in the future based on market changes. In addition, the company's ability to handle unplanned demand and orders is quite limited, so any order changes require advance notice. They also anticipate that unplanned demand may result in longer lead times.

TrendForce believes that the tight supply of large-capacity hard drive products is expected to continue into this quarter and may become the main theme throughout 2024. Specifically, the agency expects hard drive prices to continue rising in the second quarter of this year, with an expected increase of 5% to 10%.

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