Electronic Components Sector Western Digital's 4Q FY2026 results: Implications for Japan's electronic components sector Key Takeaways • Earnings trends: (1) WDC's April-June 2026 total capacity shipped increased 22% YoY and 4% QoQ to 231EB (exabytes), of which 209EB (+23% YoY, +5% QoQ) was for nearline HDDs and 22EB (+10%, -4%) was for non- nearline HDDs. Nearline HDDs continued to drive the increase in capacity shipped. (2) By application, April-June cloud-related sales increased 43% YoY and 12% QoQ to US$ ...