Open the map

Western DigitalWDC

Chips & accelerators · NASDAQ · USA

$393.31
Down 3.0% todayClose

Up 135.3% this year but −32.9% since June 26, behind the AI sector at +7.5%. Western Digital supplies 2 mapped companies.

Market cap
$139B
This year
+135.3%
1 year
+238.0%
P/E
14.7
P/S
10.7
P/B
15.7

Price vs the AI sector

since Jun 26WDCAI sector, equal weight
Western Digital (WDC) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. WDC: −32.9% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8WDC −32.9%Sector +7.5% Western Digital (WDC) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. WDC: −32.9% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8WDC−32.9%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedDell Technologies (DELL)DELLDell Technologies−0.8%Amazon (AMZN)AMZNAmazon−2.3%WDCWestern Digital

Customers 2

Open the full chain →

About Western Digital

Hard drives for data centres, where AI has pushed demand for cheap bulk capacity to records.

Theme exposure

Data center storageDatacenter HDDsMass storageTraining data storage

Products

  • Datacenter HDDs
  • Storage platforms

Competitors

Risks

  • Technology shift towards flash
  • Cyclical demand

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%MicronMU−4.8%AMDAMD−3.9%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%

Compare WDC

Side by side with the largest companies in the same segment.

WDC vs NVDAWDC vs AVGOWDC vs MUWDC vs AMDWDC vs INTCWDC vs ARM

See where Western Digital sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →