Western Digital: The average ratio of capital expenditure to revenue is expected to be 4%-6% in the next five years, and will be moderately higher than that level in the next two years. It is expected to account for nearly 30% of near-line hard drive shipments by the second fiscal quarter; it will reach 50% by the third fiscal quarter. We are on track to begin shipping in the first half of the calendar year 2027. We are seeing stronger demand outside of the cloud and hyperscale cloud services. Entering enterprise environments and newer end markets. The 40TB EPMR will be off to a strong start.
Zhitongcaijing · 1d ago
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Western Digital: The average ratio of capital expenditure to revenue is expected to be 4%-6% in the next five years, and will be moderately higher than that level in the next two years. It is expected to account for nearly 30% of near-line hard drive shipments by the second fiscal quarter; it will reach 50% by the third fiscal quarter. We are on track to begin shipping in the first half of the calendar year 2027. We are seeing stronger demand outside of the cloud and hyperscale cloud services. Entering enterprise environments and newer end markets. The 40TB EPMR will be off to a strong start.
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