{"id":133042,"date":"2026-02-16T10:53:05","date_gmt":"2026-02-16T01:53:05","guid":{"rendered":"https:\/\/softantenna.com\/blog\/?p=133042"},"modified":"2026-02-16T10:53:05","modified_gmt":"2026-02-16T01:53:05","slug":"wd-no-more-capacity-left-in-2026","status":"publish","type":"post","link":"https:\/\/softantenna.com\/blog\/wd-no-more-capacity-left-in-2026\/","title":{"rendered":"\u3010\u60b2\u5831\u3011HDD\u3082\u8cb7\u3048\u306a\u304f\u306a\u308b\uff1fWD\u304c2026\u5e74\u5206\u3092\u5b8c\u58f2\u3001\u4fa1\u683c\u4e0a\u6607\u306e\u53ef\u80fd\u6027\u3082"},"content":{"rendered":"

\"\"<\/p>\n

\u4e16\u754c\u7684\u30b9\u30c8\u30ec\u30fc\u30b8\u30e1\u30fc\u30ab\u30fcWestern Digital(WD)\u304c\u30012026\u5e74\u306eHDD\u751f\u7523\u80fd\u529b\u3092\u3059\u3067\u306b\u3059\u3079\u3066\u58f2\u308a\u5207\u3063\u305f\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u80cc\u666f\u306b\u3042\u308b\u306e\u306f\u3001\u4e16\u754c\u4e2d\u3067\u9032\u3080AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5927\u898f\u6a21\u5897\u8a2d\u3067\u3059(Wccftech<\/a>)\u3002<\/p>\n

\u7b2c2\u56db\u534a\u671f\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067WD\u306eCEO\u3001Irving Tan\u6c0f\u306f\u6b21\u306e\u3088\u3046\u306b\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\nYeah, thanks, Erik. As we highlighted, we\u2019re pretty much sold out for calendar 2026. We have firm POs with our top seven customers. And we\u2019ve 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.<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3001\u30a8\u30ea\u30c3\u30af\u3002\u5148\u307b\u3069\u304a\u4f1d\u3048\u3057\u305f\u3068\u304a\u308a\u3001\u5f53\u793e\u306f2026\u5e74\u306e\u5e74\u9593\u751f\u7523\u5206\u306b\u3064\u3044\u3066\u3001\u307b\u307c\u3059\u3079\u3066\u304c\u3059\u3067\u306b\u58f2\u308a\u5207\u308c\u3066\u3044\u307e\u3059\u3002\u4e0a\u4f4d7\u793e\u306e\u304a\u5ba2\u69d8\u3068\u306f\u78ba\u5b9a\u3057\u305f\u767a\u6ce8\u66f8(PO)\u3092\u53d6\u308a\u4ea4\u308f\u3057\u3066\u3044\u307e\u3059\u3057\u30012027\u5e74\u5206\u306b\u3064\u3044\u3066\u306f\u305d\u306e\u3046\u30612\u793e\u3068\u30012028\u5e74\u5206\u306b\u3064\u3044\u3066\u306f1\u793e\u3068\u3001\u3059\u3067\u306b\u9577\u671f\u4f9b\u7d66\u5951\u7d04(LTA)\u3092\u7de0\u7d50\u6e08\u307f\u3067\u3059\u3002\u3053\u308c\u3089\u306eLTA\u306b\u306f\u3001\u30a8\u30af\u30b5\u30d0\u30a4\u30c8\u5358\u4f4d\u306e\u4f9b\u7d66\u91cf\u3068\u4fa1\u683c\u306e\u4e21\u65b9\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

- WD's CEO\n<\/p><\/blockquote>\n

\u30c8\u30c3\u30d77\u793e\u304b\u3089\u306e\u767a\u6ce8\u30672026\u5e74\u5206\u306f\u3059\u3079\u3066\u57cb\u307e\u3063\u305f\u305d\u3046\u3067\u30012027\u5e74\u30fb2028\u5e74\u5206\u306e\u9577\u671f\u5951\u7d04(LTA)\u3082\u3059\u3067\u306b\u4e00\u90e8\u7de0\u7d50\u6e08\u307f\u3068\u306e\u3053\u3068\u3002\u4f01\u696d\u5411\u3051\u306e\u9700\u8981\u304c\u5f37\u3059\u304e\u3066\u3001\u4e00\u822c\u5411\u3051(\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc)\u306b\u56de\u3059\u4f59\u88d5\u304c\u307b\u307c\u306a\u3044\u72b6\u6cc1\u3060\u3068\u3044\u3048\u305d\u3046\u3067\u3059\u3002<\/p>\n

WD\u306e\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u306f\u5168\u4f53\u306e89%\u3092\u5360\u3081\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u306f5%\u306b\u307e\u3067\u7e2e\u5c0f\u3057\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u5411\u3051\u306b\u6ce8\u529b\u3059\u308b\u306e\u306f\u5f53\u7136\u306e\u6d41\u308c\u3067\u3001HDD\u5e02\u5834\u306f\u5b8c\u5168\u306b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u512a\u5148\u3078\u3068\u30b7\u30d5\u30c8\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n

\u306a\u304a\u3001AI\u306b\u306f\u3001\u8a08\u7b97\u80fd\u529b\u3060\u3051\u3067\u306a\u304f\u81a8\u5927\u306a\u30c7\u30fc\u30bf\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306f\u3001Web\u304b\u3089\u53ce\u96c6\u3057\u305f\u5b66\u7fd2\u30c7\u30fc\u30bf\u3084\u3001\u63a8\u8ad6\u30ed\u30b0\u3001\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u30c7\u30fc\u30bf\u3001\u51e6\u7406\u6e08\u307f\u30c7\u30fc\u30bf\u306a\u3069\u304c\u3001\u30a8\u30af\u30b5\u30d0\u30a4\u30c8\u7d1a\u3067\u84c4\u7a4d\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u898f\u6a21\u306b\u306a\u308b\u3068\u3001\u30b3\u30b9\u30c8\u52b9\u7387\u306e\u826f\u3044HDD\u304c\u4f9d\u7136\u3068\u3057\u3066\u4e3b\u5f79\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4eca\u5f8c\u306e\u61f8\u5ff5\uff1aHDD \u4fa1\u683c\u306e\u4e0a\u6607<\/h2>\n

AI\u7279\u9700\u3067\u30e1\u30e2\u30ea(DRAM\u30fbNAND)\u304c\u9ad8\u9a30\u3057\u3066\u3044\u308b\u306a\u304b\u3001HDD\u3082\u4f9b\u7d66\u4e0d\u8db3\u304b\u3089\u4fa1\u683c\u4e0a\u6607\u306e\u6d41\u308c\u304c\u7d9a\u304f\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u7279\u306b\u5927\u5bb9\u91cf\u30e2\u30c7\u30eb\u306f\u4f01\u696d\u304c\u8cb7\u3044\u5360\u3081\u308b\u305f\u3081\u3001\u4e00\u822c\u30e6\u30fc\u30b6\u30fc\u5411\u3051\u306e\u4fa1\u683c\u306b\u3082\u5f71\u97ff\u304c\u51fa\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n

AI\u30d0\u30d6\u30eb\u306f\u30e1\u30e2\u30ea\u3060\u3051\u3067\u306a\u304f\u3001HDD \u5e02\u5834\u306b\u3082\u5927\u304d\u306a\u6ce2\u3092\u8d77\u3053\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4e16\u754c\u7684\u30b9\u30c8\u30ec\u30fc\u30b8\u30e1\u30fc\u30ab\u30fcWestern Digital(WD)\u304c\u30012026\u5e74\u306eHDD\u751f\u7523\u80fd\u529b\u3092\u3059\u3067\u306b\u3059\u3079\u3066\u58f2\u308a\u5207\u3063\u305f\u3053\u3068\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u80cc\u666f\u306b\u3042\u308b\u306e\u306f\u3001\u4e16\u754c\u4e2d\u3067\u9032\u3080AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5927\u898f\u6a21\u5897\u8a2d\u3067\u3059(Wccftec […]<\/p>\n","protected":false},"author":2,"featured_media":133043,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"swell_btn_cv_data":"","footnotes":""},"categories":[24],"tags":[140,4846],"class_list":["post-133042","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hard","tag-hdd","tag-i"],"_links":{"self":[{"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/posts\/133042","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/comments?post=133042"}],"version-history":[{"count":0,"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/posts\/133042\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/media\/133043"}],"wp:attachment":[{"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/media?parent=133042"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/categories?post=133042"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/softantenna.com\/blog\/wp-json\/wp\/v2\/tags?post=133042"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}