Amid Soaring Hard Disk Drive Profits and ‘Healthy’ Supply-Demand Dynamics, Western Digital, Seagate Execs Tout Company, Industry ‘Discipline’ on Price, Output

Executives of Western Digital Corporation and Seagate Technologies have used recent public statements to call for industry-wide supply discipline and signal that they won’t undercut their rivals on output or price as demand rises, in language that could serve to facilitate anticompetitive coordination in the hard disk drive (HDD) market, a Capitol Forum review of the comments shows.

Seagate and Western Digital together control over 80% of the global market for HDDs, which are in increasingly high demand as AI-focused “hyperscalers” like Google (GOOG), Microsoft (MSFT), Amazon (AMZN), and Oracle (ORCL) seek to store the mountains of data associated with artificial intelligence models.

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