Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output

Western Digital will meet surging hard-drive demand through higher pricing and HAMR technology rather than building more drives, while rival Toshiba plans to double its output. The company has already reported margin gains driven by pricing and exabyte shipment growth.

• Western Digital will not expand HDD output, betting on pricing and HAMR
• Toshiba plans to double its hard-drive production
• WD previously grew margins on pricing and exabyte shipment growth