Kris Shankar's questions to Western Digital Corp (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.