Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place

Source: Tom’s Hardware

Western Digital sold out of hard drives for 2026

Western Digital Chief Executive Officer Irving Tan said that the company has already sold out of hard drives for 2026. Tan confirmed this during the company’s Q2 2026 earnings call, where, according to the transcript shared by Investing.com, he also confirmed that there are already some long‑term agreements (LTAs) in place for the next couple of years.

“As we highlighted, we’re pretty much sold out for calendar 2026. We have firm POs with our top seven customers,” the executive said. “And we’ve also established LTAs with two of them for calendar 2027 and one of them for calendar 2028. Obviously, these LTAs have a combination of volume of exabytes and price.”

This announcement aligns with the report from late last year that hard drives are on backorder for two years due to massive data‑center demand.

PC hardware shortages are only getting worse as the AI race continues. What started as a memory and storage chip shortage has spread into GPUs and is now hitting hard drives. Most consumers won’t feel the HDD pinch as it’s mostly a niche product in recent years, but other parts, components, and product categories are likely to follow suit with price increases and supply shortages in the coming months.