Don't Forget About Western Digital Amid Sandisk Euphoria

While Sandisk has dominated headlines with an 820% year-to-date gain, Western Digital deserves attention as another memory stock benefiting from AI infrastructure buildout. Western Digital's hard disk drives are critical for AI chips to store and process vast amounts of data. The company posted 45% year-over-year revenue growth and 11% sequential growth in Q3 fiscal 2026, with guidance for 9.4% sequential growth in Q4. With 809 planned data centers and AI spending expected to continue for years, Western Digital is well-positioned as a leading HDD provider.