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    Kris Shankar

    Managing Director at TD Cowen

    Krish Sankar is a Managing Director at TD Securities, specializing in equity research on the semiconductor capital equipment and IT hardware industries, and is known for his in-depth coverage of leading technology companies. With a total of 131 stock ratings, Sankar has achieved a 57.14% success rate and an average return of 12.12%, ranking among the top 500 out of nearly 5,000 analysts for his performance and forecast accuracy. He began his financial career prior to joining TD Securities, where he has established a reputation for insightful analysis and high-performing investment calls across technology and industrial sectors. Sankar holds key industry credentials and regularly informs institutional investors with his sector expertise.

    Kris Shankar's questions to WESTERN DIGITAL (WDC) leadership

    Kris Shankar's questions to WESTERN DIGITAL (WDC) leadership • Q3 2025

    Question

    Speaking for Kris Shankar, an analyst from TD Cowen asked about the potential future impact from China's rare earth export controls and the margin implications of ramping the new 11-disk platform.

    Answer

    CEO Irving Tan stated that the company does not anticipate a material impact from rare earth controls, thanks to a multi-year supply chain resiliency program that secured alternate sources. He and Interim CFO Don Bennett confirmed the 11-disk platform ramp is ahead of schedule with high yields, making it margin accretive rather than dilutive.

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