Western Digital: AI's Unsung Storage Backbone

2026-03-04 17:57:51 ET

Western Digital Corporation ( WDC ) is a prominent example of a re-rating story in the semiconductor industry over the last year, thanks to the resurrection of the HDD industry bolstered by AI data demand. The stock has surged more than tenfold from its April 2025 lows of ~$30 to its recent local high of ~$310 before giving back some of its growth in February/March this year. Still, it returned 435%, outperforming the semiconductor industry's ( SMH ) growth of 76% during the past year....

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