SSD Demand Aids Micron's NAND Growth: Can the Momentum Continue? [Yahoo! Finance]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
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Source: Yahoo! Finance
The strong sequential growth in NAND revenues was mainly driven by a mid-20% increase in bit shipments. Strong demand for its solid-state drives (SSDs) across the client and data center end markets mainly drove robust growth in bit shipments. In client SSDs, Micron achieved a record market share in the calendar first quarter. This was supported by its vertically integrated product portfolio. In data center SSDs, MU maintained record market share for the third straight quarter. This market dominance reflects the competitive advantage the company enjoys through its robust portfolio. To further strengthen its position, Micron launched new SSDs based on its latest G9 QLC NAND, which includes Adaptive Write technology. According to Micron, these new SSDs deliver up to four times the performance of typical QLC SSDs. The company expects these products to benefit from trends like the growing adoption of artificial intelligence in PCs. Management expects its NAND bit supply growth for ca
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WDC
Earnings
- 10/30/25 - Beat
WDC
Sec Filings
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- WDC's page on the SEC website