WD Innovation Day 2026 press Q&A transcript: roadmap plans to reach 60TB with ePMR and 100TB via HAMR by 2029 — 'at some point, the laws of physics will require us to transition to HAMR'

Western Digital's Innovation Day 2026 revealed plans to achieve 60TB with ePMR and 100TB via HAMR by 2029, acknowledging the eventual transition to HAMR due to physics limitations. The company discussed its split from SanDisk, highlighted its HAMR roadmap, and addressed questions from analysts regarding cost-per-bit declines, technology roadmaps, and future strategies. WD emphasized a customer-centric approach, smooth technology transitions, and the importance of maintaining competitive cost trajectories. The company also touched on quantum computing, memory interfaces, and R&D investments, aiming to innovate while ensuring stable pricing and strong financial performance.