Western Digital held its Investor Day 2025 on February 12, 2025, outlining its vision and strategy as a pure-play Hard Disk Drive (HDD) company following the planned separation of its Flash business. CEO Designate Irving Tan emphasized the company's leadership in delivering sustainable storage solutions at scale.
The company projected that the proliferation of AI will significantly impact the HDD industry, expecting HDD exabyte shipments to increase at a 23% CAGR from 2024 to 2028. Western Digital aims to meet this demand with its differentiated portfolio, including ePMR CMR HDDs and UltraSMR technology.
A key announcement was the acceleration of the company’s Heat-Assisted Magnetic Recording (HAMR) technology development, with testing currently underway with two major hyperscale customers. This progress in HAMR technology is crucial for future capacity gains and maintaining technological leadership in the evolving data storage landscape.
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