Company research

Western Digital (WDC)

AI supply-chain role

Provides memory, storage or data infrastructure for AI workloads.

Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Partners & technology 5

Arista Networks· Partner / technology

Memory and storage

Open company

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Documented — status as described by source

Arista Networks and Western Digital have a documented ecosystem integration or collaboration.

Product / business: Memory and storage

Source description and scope

Arista was named in Western Digital's OCCL storage-interoperability ecosystem

Dated ecosystem participation; not a supply contract or proof of current deployment.

Western Digital OCCL participants and SSD qualifications ↗
Source published: 2025-05-19

Broadcom· Partner / technology

Memory and storage

Open company

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Documented — status as described by source

Broadcom and Western Digital have a documented ecosystem integration or collaboration.

Product / business: Memory and storage

Source description and scope

Broadcom was named in Western Digital's OCCL storage-interoperability ecosystem

Dated ecosystem participation; not a supply contract or proof of current deployment.

Western Digital OCCL participants and SSD qualifications ↗
Source published: 2025-05-19

Intel· Partner / technology

Memory and storage

Open company

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Documented — status as described by source

Intel and Western Digital have a documented ecosystem integration or collaboration.

Product / business: Memory and storage

Source description and scope

Intel was named in Western Digital's OCCL storage-interoperability ecosystem

Dated ecosystem participation; not a supply contract or proof of current deployment.

Western Digital OCCL participants and SSD qualifications ↗
Source published: 2025-05-19

Sandisk· Partner / technology

Memory and storage

Open company

View sources

Documented — status as described by source

Sandisk and Western Digital have a documented ecosystem integration or collaboration.

Product / business: Memory and storage

Source description and scope

Western Digital reported qualification of Sandisk SSDs for its storage platforms

Qualification, not disclosed procurement volume. This is separate from the former ownership relationship.

Western Digital OCCL participants and SSD qualifications ↗
Source published: 2025-05-19

Latest earnings

2026-10-08

WD to Announce First Quarter Fiscal Year 2027 Financial Results on October 22, 2026 ↗

Latest company announcements

2026-10-05 · SECWDC · ARS filing ↗
2026-10-05 · SECWDC · DEF 14A filing ↗

Business and financials

Estimated market cap

137.26B USD

As of 2026-10-13

Calculation details

Latest cached closing price × SEC reported shares outstanding.

Share count as of 2026-08-07

Filed 2026-08-14 ↗

Annual financials

Annual report for the year ended 2026-07-03. These are reported annual figures, not trailing twelve-month estimates.

What the company says it does

Western Digital was founded in 1970 and is a Standard & Poor’s 500 (“S&P 500”) company headquartered in San Jose, California. We are a leading developer, manufacturer, and provider of data storage devices and solutions based on hard disk drive (“HDD”) technology. HDDs are critical components in the worldwide data infrastructure market, powering the AI-driven digital economy. HDDs provide reliable, cost-effective, high-capacity storage needs for a wide range of applications, ranging from cloud data centers, enterprise storage systems, edge computing, and smart video to client and consumer devices.

Excerpt from Item 1 — Business; filed 2026-08-14. May be shortened.

Read the 10-K annual report ↗